Cooper/Haims Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Cooper/Haims Advisors’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	$4.06M	Buy	152,889 +6,033	+4%	+$165K	1.91%	11
2025 Q4	$3.88M	Buy	146,856 +10,322	+8%	+$278K	1.76%	12
2025 Q3	$3.73M	Buy	136,534 +8,974	+7%	+$243K	1.74%	11
2025 Q2	$3.42M	Buy	127,560 +4,048	+3%	+$106K	1.69%	13
2025 Q1	$3.24M	Buy	123,512 +8,417	+7%	+$219K	1.76%	12
2024 Q4	$2.94M	Buy	115,095 +16,271	+16%	+$447K	1.67%	12
2024 Q3	$2.85M	Buy	98,824 +3,357	+4%	+$91.5K	1.57%	12
2024 Q2	$2.39M	Buy	95,467 +12,192	+15%	+$300K	1.34%	16
2024 Q1	$2.13M	Sell	83,275 -84,161	-50%	-$2.11M	1.24%	17
2023 Q4	$4.35M	Buy	+167,436	New	+$3.93M	2.47%	12

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