Concord Wealth Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Concord Wealth Partners’s Portfolio DFGR Stock Details DFGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-588	Closed	-$15.5K	–	330
2025 Q4	$15.5K	Buy	588 +14	+2%	+$378	﹤0.01%	486
2025 Q3	$15.7K	Buy	574 +4	+0.7%	+$108	﹤0.01%	483
2025 Q2	$15.3K	Buy	570 +4	+0.7%	+$105	﹤0.01%	498
2025 Q1	$14.9K	Buy	566 +1	+0.2%	+$26	﹤0.01%	465
2024 Q4	$14.4K	Buy	565 +11	+2%	+$302	﹤0.01%	492
2024 Q3	$16K	Buy	554 +4	+0.7%	+$109	﹤0.01%	505
2024 Q2	$13.8K	Buy	+550	New	+$13.5K	﹤0.01%	473

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return