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 Q3	$9.5M	Sell	351,837 -1,383	-0.4%	-$40.2K	0.42%	22
2026 Q2	$10.2M	Sell	353,220 -11,102	-3%	-$318K	0.44%	18
2026 Q1	$9.7M	Buy	+364,322	New	+$10M	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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Elser Financial Planning's DFGR Position: Q3 2026 in Review

Elser Financial Planning reduced its Dimensional Global Real Estate ETF (DFGR) stake by 0.39% in Q3 2026, selling an estimated $40.2K and leaving 351,837 shares worth $9.5M. The position accounts for 0.42% of the portfolio, ranked #22.

Elser Financial Planning first reported a position in DFGR in Q2 2024 and has held it in 5 quarters since. The position peaked at $10.8M in Q4 2024. 109 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Elser Financial Planning held 351,837 shares of Dimensional Global Real Estate ETF worth $9.5M as of Q3 2026.
Elser Financial Planning sold 1,383 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $40.2K.
Dimensional Global Real Estate ETF made up 0.42% of Elser Financial Planning's portfolio in Q3 2026, its #22 holding.
Elser Financial Planning first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 5 quarters since.
Elser Financial Planning's Dimensional Global Real Estate ETF position peaked at $10.8M in Q4 2024.
109 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Elser Financial Planning's 13F filing for Q3 2026, filed 16 Oct 2026.