CreativeOne Wealth’s Dimensional Global Real Estate ETF DFGR Stock Holding History

CreativeOne Wealth’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	$284K	Buy	9,813 +1,560	+19%	+$44.7K	0.01%	1015
2026 Q1	$219K	Buy	+8,253	New	+$226K	0.01%	1095
2025 Q4	–	Sell	-7,789	Closed	-$213K	–	1201
2025 Q3	$213K	Buy	+7,789	New	+$211K	0.01%	1078

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

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

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

CreativeOne Wealth's DFGR Position: Q2 2026 in Review

CreativeOne Wealth increased its Dimensional Global Real Estate ETF (DFGR) stake by 19% in Q2 2026, buying an estimated $44.7K and bringing the position to 9,813 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #1015.

CreativeOne Wealth first reported a position in DFGR in Q3 2025 and has held it in 3 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

CreativeOne Wealth held 9,813 shares of Dimensional Global Real Estate ETF worth $284K as of Q2 2026.
CreativeOne Wealth bought 1,560 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $44.7K.
Dimensional Global Real Estate ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1015 holding.
CreativeOne Wealth first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.