JC
DFGR icon

Jentner Corp’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Jentner Corp’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
Q2 		$12.5M Buy
466,538
+5,776
+1% +$152K 3.35% 9
2025
Q1 		$12.1M Buy
460,762
+31,356
+7% +$817K 3.62% 9
2024
Q4 		$11M Buy
429,406
+70,480
+20% +$1.93M 3.19% 9
2024
Q3 		$10.4M Buy
358,926
+4,354
+1% +$119K 3.17% 9
2024
Q2 		$8.86M Buy
354,572
+42,168
+13% +$1.04M 2.94% 9
2024
Q1 		$7.98M Buy
312,404
+8,274
+3% +$207K 2.8% 9
2023
Q4 		$7.9M Buy
+304,130
New +$7.13M 3.05% 9

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 $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Jentner Corp's DFGR Position: Q2 2025 in Review

Jentner Corp increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.3% in Q2 2025, buying an estimated $152K and bringing the position to 466,538 shares worth $12.5M. The position accounts for 3.35% of the portfolio, ranked #9.

Jentner Corp first reported a position in DFGR in Q4 2023 and has held it in 7 quarters since. 262 funds tracked by Wall St. Rank hold DFGR as of Q2 2025.

  • Jentner Corp held 466,538 shares of Dimensional Global Real Estate ETF worth $12.5M as of Q2 2025.
  • Jentner Corp bought 5,776 Dimensional Global Real Estate ETF shares in Q2 2025, an estimated $152K.
  • Dimensional Global Real Estate ETF made up 3.35% of Jentner Corp's portfolio in Q2 2025, its #9 holding.
  • Jentner Corp first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 7 quarters since.
  • 262 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2025.

Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.