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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
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 $7.07B AUM 18.05% 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
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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Creative Capital Management Investments's DFGR Position: Q1 2026 in Review

Creative Capital Management Investments increased its Dimensional Global Real Estate ETF (DFGR) stake by 12% in Q1 2026, buying an estimated $2.55M and bringing the position to 898,626 shares worth $23.9M. The position accounts for 6.85% of the portfolio, ranked #5.

Creative Capital Management Investments first reported a position in DFGR in Q1 2023 and has held it in 13 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Creative Capital Management Investments held 898,626 shares of Dimensional Global Real Estate ETF worth $23.9M as of Q1 2026.
  • Creative Capital Management Investments bought 93,031 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $2.55M.
  • Dimensional Global Real Estate ETF made up 6.85% of Creative Capital Management Investments's portfolio in Q1 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 13 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.