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DFGR icon

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
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

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

Cyndeo Wealth Partners's DFGR Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Dimensional Global Real Estate ETF (DFGR) stake by 8% in Q1 2026, buying an estimated $112K and bringing the position to 55,489 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #199.

Cyndeo Wealth Partners first reported a position in DFGR in Q3 2024 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Cyndeo Wealth Partners held 55,489 shares of Dimensional Global Real Estate ETF worth $1.47M as of Q1 2026.
  • Cyndeo Wealth Partners bought 4,091 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $112K.
  • Dimensional Global Real Estate ETF made up 0.08% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #199 holding.
  • Cyndeo Wealth Partners first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 7 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.