Creative Planning
DFGR icon

Creative Planning’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Creative Planning’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 		$1.87M Buy
70,354
+2,999
+4% +$82.2K ﹤0.01% 1942
2025
Q4 		$1.78M Buy
67,355
+5,171
+8% +$139K ﹤0.01% 1819
2025
Q3 		$1.7M Buy
62,184
+8,920
+17% +$242K ﹤0.01% 1667
2025
Q2 		$1.43M Buy
53,264
+1,402
+3% +$36.8K ﹤0.01% 1576
2025
Q1 		$1.36M Buy
51,862
+2,885
+6% +$75.2K ﹤0.01% 1470
2024
Q4 		$1.25M Buy
48,977
+2,035
+4% +$55.9K ﹤0.01% 1475
2024
Q3 		$1.35M Buy
46,942
+2,266
+5% +$61.7K ﹤0.01% 1300
2024
Q2 		$1.12M Buy
44,676
+5,626
+14% +$138K ﹤0.01% 1333
2024
Q1 		$997K Buy
39,050
+1,401
+4% +$35.1K ﹤0.01% 1339
2023
Q4 		$978K Buy
+37,649
New +$883K ﹤0.01% 1243

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