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

Cyndeo Wealth Partners’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 Q3	$1.75M	Buy	64,614 +6,432	+11%	+$187K	0.08%	206
2026 Q2	$1.69M	Buy	58,182 +2,693	+5%	+$77.1K	0.08%	209
2026 Q1	$1.47M	Buy	55,489 +4,091	+8%	+$112K	0.08%	199
2025 Q4	$1.36M	Buy	51,398 +32,562	+173%	+$878K	0.07%	205
2025 Q3	$514K	Buy	18,836 +337	+2%	+$9.12K	0.03%	302
2025 Q2	$496K	Buy	18,499 +545	+3%	+$14.3K	0.03%	305
2025 Q1	$471K	Buy	17,954 +2,801	+18%	+$73K	0.03%	307
2024 Q4	$387K	Buy	15,153 +591	+4%	+$16.2K	0.03%	334
2024 Q3	$420K	Buy	+14,562	New	+$397K	0.03%	319

Other funds holding DFGR

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

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

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

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Cyndeo Wealth Partners's DFGR Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Dimensional Global Real Estate ETF (DFGR) stake by 11% in Q3 2026, buying an estimated $187K and bringing the position to 64,614 shares worth $1.75M. The position accounts for 0.08% of the portfolio, ranked #206.

Cyndeo Wealth Partners first reported a position in DFGR in Q3 2024 and has held it in 9 quarters since. 122 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Cyndeo Wealth Partners held 64,614 shares of Dimensional Global Real Estate ETF worth $1.75M as of Q3 2026.
Cyndeo Wealth Partners bought 6,432 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $187K.
Dimensional Global Real Estate ETF made up 0.08% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #206 holding.
Cyndeo Wealth Partners first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 9 quarters since.
122 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.