Cypress Point Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Cypress Point Wealth Management’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	$950K	Sell	35,734 -8,938	-20%	-$245K	0.2%	51
2025 Q4	$1.18M	Sell	44,672 -28,018	-39%	-$756K	0.26%	43
2025 Q3	$1.99M	Sell	72,690 -40,146	-36%	-$1.09M	0.4%	34
2025 Q2	$3.03M	Buy	112,836 +250	+0.2%	+$6.56K	0.74%	20
2025 Q1	$2.96M	Buy	112,586 +18,748	+20%	+$489K	0.94%	22
2024 Q4	$2.4M	Buy	93,838 +34,325	+58%	+$942K	0.75%	26
2024 Q3	$1.72M	Buy	59,513 +7,443	+14%	+$203K	0.67%	31
2024 Q2	$1.3M	Buy	52,070 +2,187	+4%	+$53.8K	0.62%	38
2024 Q1	$1.27M	Buy	49,883 +30,618	+159%	+$768K	0.65%	37
2023 Q4	$501K	Buy	19,265 +1,230	+7%	+$28.8K	0.37%	43
2023 Q3	$404K	Sell	18,035 -2,075	-10%	-$50.2K	0.36%	41
2023 Q2	$490K	Buy	+20,110	New	+$490K	0.52%	28

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return