CoreCap Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

CoreCap 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 Q3	$7.17K	Buy	265 +2	+0.8%	+$58	﹤0.01%	2163
2026 Q2	$7.62K	Hold	263	–	–	﹤0.01%	2165
2026 Q1	$6.99K	Buy	+263	New	+$7.21K	﹤0.01%	2087
2025 Q4	–	Hold	0	–	–	–	2948

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

CoreCap Advisors's DFGR Position: Q3 2026 in Review

CoreCap Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.76% in Q3 2026, buying an estimated $58 and bringing the position to 265 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

CoreCap Advisors first reported a position in DFGR in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.62K in Q2 2026. 109 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

CoreCap Advisors held 265 shares of Dimensional Global Real Estate ETF worth $7.17K as of Q3 2026.
CoreCap Advisors bought 2 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $58.
Dimensional Global Real Estate ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2163 holding.
CoreCap Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2026 and has held it in 3 quarters since.
CoreCap Advisors's Dimensional Global Real Estate ETF position peaked at $7.62K in Q2 2026.
109 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.