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Essential Planning’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Essential 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
Q1 		$442K Buy
16,639
+3,200
+24% +$87.7K 0.14% 53
2025
Q4 		$355K Buy
13,439
+4,070
+43% +$110K 0.11% 67
2025
Q3 		$256K Buy
+9,369
New +$254K 0.09% 79
2025
Q1 		– Sell
-85,080
Closed -$2.32M – 131
2024
Q4 		$2.32M Buy
+85,080
New +$2.34M 0.02% 180

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
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 $1.88B AUM 21.09% 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

Essential Planning's DFGR Position: Q1 2026 in Review

Essential Planning increased its Dimensional Global Real Estate ETF (DFGR) stake by 24% in Q1 2026, buying an estimated $87.7K and bringing the position to 16,639 shares worth $442K. The position accounts for 0.14% of the portfolio, ranked #53.

Essential Planning first reported a position in DFGR in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.32M in Q4 2024. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Essential Planning held 16,639 shares of Dimensional Global Real Estate ETF worth $442K as of Q1 2026.
  • Essential Planning bought 3,200 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $87.7K.
  • Dimensional Global Real Estate ETF made up 0.14% of Essential Planning's portfolio in Q1 2026, its #53 holding.
  • Essential Planning first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 4 quarters since.
  • Essential Planning's Dimensional Global Real Estate ETF position peaked at $2.32M in Q4 2024.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.