Creative Capital Management Investments’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Creative Capital Management Investments’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	$30.3M	Buy	1,047,552 +148,926	+17%	+$4.27M	7%	5
2026 Q1	$23.9M	Buy	898,626 +93,031	+12%	+$2.55M	6.85%	5
2025 Q4	$21.3M	Buy	805,595 +73,666	+10%	+$1.99M	6.42%	5
2025 Q3	$20M	Buy	731,929 +56,125	+8%	+$1.52M	6.39%	5
2025 Q2	$18.1M	Buy	675,804 +26,910	+4%	+$706K	6.48%	5
2025 Q1	$17M	Buy	648,894 +54,632	+9%	+$1.42M	6.58%	5
2024 Q4	$15.2M	Buy	594,262 +19,911	+3%	+$546K	6.35%	5
2024 Q3	$16.6M	Buy	574,351 +62,428	+12%	+$1.7M	6.93%	5
2024 Q2	$12.8M	Buy	511,923 +34,186	+7%	+$841K	6.22%	5
2024 Q1	$12.2M	Buy	477,737 +56,560	+13%	+$1.42M	6.3%	5
2023 Q4	$10.9M	Buy	421,177 +161,969	+62%	+$3.8M	6.32%	5
2023 Q3	$5.81M	Buy	259,208 +60,134	+30%	+$1.46M	3.98%	7
2023 Q2	$4.86M	Buy	199,074 +33,325	+20%	+$812K	3.5%	8
2023 Q1	$4.07M	Buy	+165,749	New	+$4.19M	2.97%	8

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

Creative Capital Management Investments's DFGR Position: Q2 2026 in Review

Creative Capital Management Investments increased its Dimensional Global Real Estate ETF (DFGR) stake by 17% in Q2 2026, buying an estimated $4.27M and bringing the position to 1,047,552 shares worth $30.3M. The position accounts for 7% of the portfolio, ranked #5.

Creative Capital Management Investments first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Creative Capital Management Investments held 1,047,552 shares of Dimensional Global Real Estate ETF worth $30.3M as of Q2 2026.
Creative Capital Management Investments bought 148,926 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $4.27M.
Dimensional Global Real Estate ETF made up 7% of Creative Capital Management Investments's portfolio in Q2 2026, its #5 holding.
Creative Capital Management Investments first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.