EFP
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Elser Financial Planning’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Elser Financial Planning’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 		$10.2M Sell
353,220
-11,102
-3% -$318K 0.44% 18
2026
Q1 		$9.74M Buy
+364,322
New +$9.99M 0.47% 17
2025
Q1 		– Sell
-421,777
Closed -$10.8M – 78
2024
Q4 		$10.8M Buy
+421,777
New +$11.6M 0.64% 13
2024
Q3 		– Sell
-412,426
Closed -$10.3M – 77
2024
Q2 		$10.3M Buy
+412,426
New +$10.1M 1.72% 12

Other funds holding DFGR

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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elser Financial Planning's DFGR Position: Q2 2026 in Review

Elser Financial Planning reduced its Dimensional Global Real Estate ETF (DFGR) stake by 3% in Q2 2026, selling an estimated $318K and leaving 353,220 shares worth $10.2M. The position accounts for 0.44% of the portfolio, ranked #18.

Elser Financial Planning first reported a position in DFGR in Q2 2024 and has held it in 4 quarters since. The position peaked at $10.8M in Q4 2024. 71 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Elser Financial Planning held 353,220 shares of Dimensional Global Real Estate ETF worth $10.2M as of Q2 2026.
  • Elser Financial Planning sold 11,102 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $318K.
  • Dimensional Global Real Estate ETF made up 0.44% of Elser Financial Planning's portfolio in Q2 2026, its #18 holding.
  • Elser Financial Planning first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 4 quarters since.
  • Elser Financial Planning's Dimensional Global Real Estate ETF position peaked at $10.8M in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.