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 Q2	$986K	Sell	34,028 -1,706	-5%	-$48.9K	0.2%	56
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

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

Cypress Point Wealth Management's DFGR Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 4.8% in Q2 2026, selling an estimated $48.9K and leaving 34,028 shares worth $986K. The position accounts for 0.2% of the portfolio, ranked #56.

Cypress Point Wealth Management first reported a position in DFGR in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.03M in Q2 2025. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Cypress Point Wealth Management held 34,028 shares of Dimensional Global Real Estate ETF worth $986K as of Q2 2026.
Cypress Point Wealth Management sold 1,706 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $48.9K.
Dimensional Global Real Estate ETF made up 0.2% of Cypress Point Wealth Management's portfolio in Q2 2026, its #56 holding.
Cypress Point Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
Cypress Point Wealth Management's Dimensional Global Real Estate ETF position peaked at $3.03M in Q2 2025.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.