LEFP
DFGR icon

Leading Edge Financial Planning’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Leading Edge Financial Planning’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
Q2 		$706K Buy
24,367
+975
+4% +$27.9K 0.13% 36
2026
Q1 		$622K Buy
23,392
+6,629
+40% +$182K 0.13% 36
2025
Q4 		$443K Buy
16,763
+1,113
+7% +$30K 0.1% 38
2025
Q3 		$427K Buy
15,650
+988
+7% +$26.8K 0.11% 38
2025
Q2 		$393K Buy
14,662
+533
+4% +$14K 0.11% 41
2025
Q1 		$371K Buy
14,129
+322
+2% +$8.39K 0.12% 40
2024
Q4 		$353K Sell
13,807
-430
-3% -$11.8K 0.12% 43
2024
Q3 		$411K Sell
14,237
-341
-2% -$9.29K 0.14% 37
2024
Q2 		$364K Buy
14,578
+6,214
+74% +$153K 0.15% 36
2024
Q1 		$214K Hold
8,364
– – 0.09% 47
2023
Q4 		$217K Buy
+8,364
New +$196K 0.11% 58

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
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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 $18.2B AUM 21.48% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Leading Edge Financial Planning's DFGR Position: Q2 2026 in Review

Leading Edge Financial Planning increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.2% in Q2 2026, buying an estimated $27.9K and bringing the position to 24,367 shares worth $706K. The position accounts for 0.13% of the portfolio, ranked #36.

Leading Edge Financial Planning first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Leading Edge Financial Planning held 24,367 shares of Dimensional Global Real Estate ETF worth $706K as of Q2 2026.
  • Leading Edge Financial Planning bought 975 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $27.9K.
  • Dimensional Global Real Estate ETF made up 0.13% of Leading Edge Financial Planning's portfolio in Q2 2026, its #36 holding.
  • Leading Edge Financial Planning first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.