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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
Q2 		$610K Buy
21,058
+4,419
+27% +$127K 0.17% 48
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 $7.79B 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

Essential Planning's DFGR Position: Q2 2026 in Review

Essential Planning increased its Dimensional Global Real Estate ETF (DFGR) stake by 27% in Q2 2026, buying an estimated $127K and bringing the position to 21,058 shares worth $610K. The position accounts for 0.17% of the portfolio, ranked #48.

Essential Planning first reported a position in DFGR in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.32M in Q4 2024. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Essential Planning held 21,058 shares of Dimensional Global Real Estate ETF worth $610K as of Q2 2026.
  • Essential Planning bought 4,419 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $127K.
  • Dimensional Global Real Estate ETF made up 0.17% of Essential Planning's portfolio in Q2 2026, its #48 holding.
  • Essential Planning first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 5 quarters since.
  • Essential Planning's Dimensional Global Real Estate ETF position peaked at $2.32M in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.