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 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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

JFG

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

BJL

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

TWA

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

WANY

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

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

FPAS

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

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Cyndeo Wealth Partners's DFGR Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.9% in Q2 2026, buying an estimated $77.1K and bringing the position to 58,182 shares worth $1.69M. The position accounts for 0.08% of the portfolio, ranked #209.

Cyndeo Wealth Partners first reported a position in DFGR in Q3 2024 and has held it in 8 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Cyndeo Wealth Partners held 58,182 shares of Dimensional Global Real Estate ETF worth $1.69M as of Q2 2026.
Cyndeo Wealth Partners bought 2,693 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $77.1K.
Dimensional Global Real Estate ETF made up 0.08% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #209 holding.
Cyndeo Wealth Partners first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.