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

Dopkins 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 		$319K Sell
11,026
-575
-5% -$16.5K 0.12% 70
2026
Q1 		$308K Sell
11,601
-1,811
-14% -$49.7K 0.12% 72
2025
Q4 		$354K Buy
13,412
+3,950
+42% +$107K 0.14% 59
2025
Q3 		$258K Buy
9,462
+1,133
+14% +$30.7K 0.11% 72
2025
Q2 		$223K Buy
+8,329
New +$219K 0.1% 76

Other funds holding DFGR

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

Dopkins Wealth Management's DFGR Position: Q2 2026 in Review

Dopkins Wealth Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 5% in Q2 2026, selling an estimated $16.5K and leaving 11,026 shares worth $319K. The position accounts for 0.12% of the portfolio, ranked #70.

Dopkins Wealth Management first reported a position in DFGR in Q2 2025 and has held it in 5 quarters since. The position peaked at $354K in Q4 2025. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Dopkins Wealth Management held 11,026 shares of Dimensional Global Real Estate ETF worth $319K as of Q2 2026.
  • Dopkins Wealth Management sold 575 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $16.5K.
  • Dimensional Global Real Estate ETF made up 0.12% of Dopkins Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Dopkins Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • Dopkins Wealth Management's Dimensional Global Real Estate ETF position peaked at $354K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.