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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 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. 341 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.
341 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.