Foster Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Foster Group’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	$764K	Buy	28,254 +1,145	+4%	+$33.3K	0.02%	141
2026 Q2	$785K	Buy	27,109 +3,006	+12%	+$86.1K	0.02%	141
2026 Q1	$641K	Buy	24,103 +3,683	+18%	+$101K	0.02%	146
2025 Q4	$540K	Buy	20,420 +1,715	+9%	+$46.3K	0.02%	155
2025 Q3	$511K	Buy	+18,705	New	+$506K	0.02%	151

Other funds holding DFGR

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Foster Group's DFGR Position: Q3 2026 in Review

Foster Group increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.2% in Q3 2026, buying an estimated $33.3K and bringing the position to 28,254 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #141.

Foster Group first reported a position in DFGR in Q3 2025 and has held it in 5 quarters since. The position peaked at $785K in Q2 2026. 63 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Foster Group held 28,254 shares of Dimensional Global Real Estate ETF worth $764K as of Q3 2026.
Foster Group bought 1,145 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $33.3K.
Dimensional Global Real Estate ETF made up 0.02% of Foster Group's portfolio in Q3 2026, its #141 holding.
Foster Group first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and has held it in 5 quarters since.
Foster Group's Dimensional Global Real Estate ETF position peaked at $785K in Q2 2026.
63 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.