Copperleaf Capital
DFGR icon

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% +$3.2K 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

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Savant Capital
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JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.56B AUM 16.28% 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.