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 Q2	$4.47M	Buy	154,325 +1,436	+0.9%	+$41.1K	1.92%	12
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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LFA

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DPW

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

Cooper/Haims Advisors's DFGR Position: Q2 2026 in Review

Cooper/Haims Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.94% in Q2 2026, buying an estimated $41.1K and bringing the position to 154,325 shares worth $4.47M. The position accounts for 1.92% of the portfolio, ranked #12.

Cooper/Haims Advisors first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Cooper/Haims Advisors held 154,325 shares of Dimensional Global Real Estate ETF worth $4.47M as of Q2 2026.
Cooper/Haims Advisors bought 1,436 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $41.1K.
Dimensional Global Real Estate ETF made up 1.92% of Cooper/Haims Advisors's portfolio in Q2 2026, its #12 holding.
Cooper/Haims Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.