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Financial Plan Inc’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Financial Plan Inc’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 		$24.7M Buy
927,539
+76,186
+9% +$2.09M 2.64% 14
2025
Q4 		$22.5M Buy
+851,353
New +$23M 2.58% 13

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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 $4.14B AUM 21.49% 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 $4.53B AUM 21.1% 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 $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 $11.8B AUM 25.68% 1-Year Est. Return

Financial Plan Inc's DFGR Position: Q1 2026 in Review

Financial Plan Inc increased its Dimensional Global Real Estate ETF (DFGR) stake by 8.9% in Q1 2026, buying an estimated $2.09M and bringing the position to 927,539 shares worth $24.7M. The position accounts for 2.64% of the portfolio, ranked #14.

Financial Plan Inc first reported a position in DFGR in Q4 2025 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Financial Plan Inc held 927,539 shares of Dimensional Global Real Estate ETF worth $24.7M as of Q1 2026.
  • Financial Plan Inc bought 76,186 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $2.09M.
  • Dimensional Global Real Estate ETF made up 2.64% of Financial Plan Inc's portfolio in Q1 2026, its #14 holding.
  • Financial Plan Inc first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.