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
Q2 		$2.05M Buy
70,689
+335
+0.5% +$9.6K ﹤0.01% 2067
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Creative Planning's DFGR Position: Q2 2026 in Review

Creative Planning increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.48% in Q2 2026, buying an estimated $9.6K and bringing the position to 70,689 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Creative Planning first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Creative Planning held 70,689 shares of Dimensional Global Real Estate ETF worth $2.05M as of Q2 2026.
  • Creative Planning bought 335 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $9.6K.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2067 holding.
  • Creative Planning first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.