Delap Wealth Advisory
DFGR icon

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
Q3 		$570K Buy
21,059
+323
+2% +$9.39K 0.2% 52
2026
Q2 		$601K Sell
20,736
-241
-1% -$6.9K 0.2% 53
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Delap Wealth Advisory's DFGR Position: Q3 2026 in Review

Delap Wealth Advisory increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.6% in Q3 2026, buying an estimated $9.39K and bringing the position to 21,059 shares worth $570K. The position accounts for 0.2% of the portfolio, ranked #52.

Delap Wealth Advisory first reported a position in DFGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $697K in Q2 2024. 287 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Delap Wealth Advisory held 21,059 shares of Dimensional Global Real Estate ETF worth $570K as of Q3 2026.
  • Delap Wealth Advisory bought 323 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $9.39K.
  • Dimensional Global Real Estate ETF made up 0.2% of Delap Wealth Advisory's portfolio in Q3 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 12 quarters since.
  • Delap Wealth Advisory's Dimensional Global Real Estate ETF position peaked at $697K in Q2 2024.
  • 287 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.