Corrigan Financial’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Corrigan Financial’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 Q1	$8.95M	Buy	340,682 +67,307	+25%	+$1.75M	1.84%	15
2024 Q4	$6.98M	Buy	273,375 +22,289	+9%	+$612K	1.6%	17
2024 Q3	$7.25M	Buy	251,086 +46,073	+22%	+$1.26M	1.66%	17
2024 Q2	$5.23M	Hold	205,013	–	–	1.34%	18
2024 Q1	$5.23M	Buy	205,013 +94,218	+85%	+$2.36M	1.34%	18
2023 Q4	$2.88M	Buy	110,795 +33,547	+43%	+$787K	0.87%	23
2023 Q3	$1.73M	Buy	77,248 +16,501	+27%	+$399K	0.59%	29
2023 Q2	$1.48M	Buy	60,747 +20,357	+50%	+$496K	0.46%	30
2023 Q1	$992K	Buy	+40,390	New	+$1.02M	0.33%	33

Other funds holding DFGR

FFM

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

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 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

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

TWA

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Corrigan Financial's DFGR Position: Q1 2025 in Review

Corrigan Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 25% in Q1 2025, buying an estimated $1.75M and bringing the position to 340,682 shares worth $8.95M. The position accounts for 1.84% of the portfolio, ranked #15.

Corrigan Financial first reported a position in DFGR in Q1 2023 and has held it in 9 quarters since. 250 funds tracked by Wall St. Rank hold DFGR as of Q1 2025.

Corrigan Financial held 340,682 shares of Dimensional Global Real Estate ETF worth $8.95M as of Q1 2025.
Corrigan Financial bought 67,307 Dimensional Global Real Estate ETF shares in Q1 2025, an estimated $1.75M.
Dimensional Global Real Estate ETF made up 1.84% of Corrigan Financial's portfolio in Q1 2025, its #15 holding.
Corrigan Financial first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 9 quarters since.
250 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2025.

Based on Corrigan Financial's 13F filing for Q1 2025, filed 15 Apr 2025.