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Copperleaf Capital’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Copperleaf Capital’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
2025
Q3 		$346K Buy
12,675
+1,907
+18% +$51.6K 0.17% 91
2025
Q2 		$289K Buy
10,768
+1,005
+10% +$26.4K 0.15% 90
2025
Q1 		$256K Buy
9,763
+123
+1% +$3.21K 0.15% 95
2024
Q4 		$246K Buy
9,640
+1,041
+12% +$28.6K 0.16% 83
2024
Q3 		$248K Buy
8,599
+232
+3% +$6.32K 0.19% 84
2024
Q2 		$209K Sell
8,367
-133
-2% -$3.27K 0.17% 84
2024
Q1 		$217K Buy
8,500
+212
+3% +$5.32K 0.19% 84
2023
Q4 		$215K Buy
+8,288
New +$194K 0.22% 75

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Copperleaf Capital's DFGR Position: Q3 2025 in Review

Copperleaf Capital increased its Dimensional Global Real Estate ETF (DFGR) stake by 18% in Q3 2025, buying an estimated $51.6K and bringing the position to 12,675 shares worth $346K. The position accounts for 0.17% of the portfolio, ranked #91.

Copperleaf Capital first reported a position in DFGR in Q4 2023 and has held it in 8 quarters since. 279 funds tracked by Wall St. Rank hold DFGR as of Q3 2025.

  • Copperleaf Capital held 12,675 shares of Dimensional Global Real Estate ETF worth $346K as of Q3 2025.
  • Copperleaf Capital bought 1,907 Dimensional Global Real Estate ETF shares in Q3 2025, an estimated $51.6K.
  • Dimensional Global Real Estate ETF made up 0.17% of Copperleaf Capital's portfolio in Q3 2025, its #91 holding.
  • Copperleaf Capital first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 8 quarters since.
  • 279 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.