First Pacific Financial
DFGR icon

First Pacific Financial’s Dimensional Global Real Estate ETF DFGR Stock Holding History

First Pacific Financial’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 		$603K Buy
22,284
+179
+0.8% +$5.2K 0.06% 129
2026
Q2 		$640K Sell
22,105
-132
-0.6% -$3.78K 0.08% 111
2026
Q1 		$591K Buy
22,237
+3,568
+19% +$97.8K 0.08% 119
2025
Q4 		$493K Buy
18,669
+254
+1% +$6.85K 0.06% 128
2025
Q3 		$503K Buy
18,415
+137
+0.7% +$3.71K 0.07% 126
2025
Q2 		$490K Buy
18,278
+116
+0.6% +$3.04K 0.07% 132
2025
Q1 		$477K Buy
18,162
+10,337
+132% +$269K 0.1% 106
2024
Q4 		$200K Sell
7,825
-208
-3% -$5.71K 0.05% 134
2024
Q3 		$232K Buy
8,033
+56
+0.7% +$1.53K 0.05% 124
2024
Q2 		$199K Sell
7,977
-6,706
-46% -$165K 0.05% 117
2024
Q1 		$375K Buy
14,683
+11,552
+369% +$290K 0.1% 103
2023
Q4 		$81.3K Buy
+3,131
New +$73.4K 0.02% 157

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

First Pacific Financial's DFGR Position: Q3 2026 in Review

First Pacific Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.81% in Q3 2026, buying an estimated $5.2K and bringing the position to 22,284 shares worth $603K. The position accounts for 0.06% of the portfolio, ranked #129.

First Pacific Financial first reported a position in DFGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $640K in Q2 2026. 229 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • First Pacific Financial held 22,284 shares of Dimensional Global Real Estate ETF worth $603K as of Q3 2026.
  • First Pacific Financial bought 179 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $5.2K.
  • Dimensional Global Real Estate ETF made up 0.06% of First Pacific Financial's portfolio in Q3 2026, its #129 holding.
  • First Pacific Financial first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
  • First Pacific Financial's Dimensional Global Real Estate ETF position peaked at $640K in Q2 2026.
  • 229 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.