GFA
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Grunden Financial Advisory’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Grunden Financial Advisory’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
2025
Q4 		$305K Buy
11,535
+339
+3% +$9.14K 0.12% 26
2025
Q3 		$306K Buy
11,196
+765
+7% +$20.7K 0.12% 23
2025
Q2 		$280K Buy
10,431
+1,019
+11% +$26.8K 0.12% 26
2025
Q1 		$247K Sell
9,412
-1,721
-15% -$44.8K 0.12% 22
2024
Q4 		$284K Buy
11,133
+4,112
+59% +$113K 0.14% 20
2024
Q3 		$203K Buy
+7,021
New +$191K 0.1% 24

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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Grunden Financial Advisory's DFGR Position: Q4 2025 in Review

Grunden Financial Advisory increased its Dimensional Global Real Estate ETF (DFGR) stake by 3% in Q4 2025, buying an estimated $9.14K and bringing the position to 11,535 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #26.

Grunden Financial Advisory first reported a position in DFGR in Q3 2024 and has held it in 6 quarters since. The position peaked at $306K in Q3 2025. 314 funds tracked by Wall St. Rank hold DFGR as of Q4 2025.

  • Grunden Financial Advisory held 11,535 shares of Dimensional Global Real Estate ETF worth $305K as of Q4 2025.
  • Grunden Financial Advisory bought 339 Dimensional Global Real Estate ETF shares in Q4 2025, an estimated $9.14K.
  • Dimensional Global Real Estate ETF made up 0.12% of Grunden Financial Advisory's portfolio in Q4 2025, its #26 holding.
  • Grunden Financial Advisory first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 6 quarters since.
  • Grunden Financial Advisory's Dimensional Global Real Estate ETF position peaked at $306K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.