Delap Wealth Advisory’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Delap Wealth Advisory’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	$558K	Sell	20,977 -39	-0.2%	-$1.07K	0.21%	52
2025 Q4	$555K	Sell	21,016 -897	-4%	-$24.2K	0.21%	53
2025 Q3	$601K	Buy	21,913 +2,168	+11%	+$58.7K	0.25%	43
2025 Q2	$530K	Buy	19,745 +590	+3%	+$15.5K	0.25%	41
2025 Q1	$503K	Buy	19,155 +1,253	+7%	+$32.7K	0.28%	42
2024 Q4	$457K	Buy	17,902 +3,895	+28%	+$107K	0.27%	40
2024 Q3	$404K	Sell	14,007 -13,881	-50%	-$378K	0.26%	37
2024 Q2	$697K	Buy	27,888 +14,004	+101%	+$345K	0.32%	36
2024 Q1	$354K	Buy	13,884 +456	+3%	+$11.4K	0.14%	121
2023 Q4	$349K	Buy	+13,428	New	+$315K	0.16%	64

Other funds holding DFGR

FFM

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $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 $2.31B AUM 26.52% 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

Delap Wealth Advisory's DFGR Position: Q1 2026 in Review

Delap Wealth Advisory reduced its Dimensional Global Real Estate ETF (DFGR) stake by 0.19% in Q1 2026, selling an estimated $1.07K and leaving 20,977 shares worth $558K. The position accounts for 0.21% of the portfolio, ranked #52.

Delap Wealth Advisory first reported a position in DFGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $697K in Q2 2024. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Delap Wealth Advisory held 20,977 shares of Dimensional Global Real Estate ETF worth $558K as of Q1 2026.
Delap Wealth Advisory sold 39 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $1.07K.
Dimensional Global Real Estate ETF made up 0.21% of Delap Wealth Advisory's portfolio in Q1 2026, its #52 holding.
Delap Wealth Advisory first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Delap Wealth Advisory's Dimensional Global Real Estate ETF position peaked at $697K in Q2 2024.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.