LJI Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

LJI Wealth Management’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 Q1	–	Sell	-29,214	Closed	-$772K	–	197
2025 Q4	$772K	Buy	+29,214	New	+$788K	0.12%	75
2025 Q3	–	Sell	-26,408	Closed	-$709K	–	189
2025 Q2	$709K	Buy	26,408 +582	+2%	+$15.3K	0.12%	67
2025 Q1	$678K	Sell	25,826 -715	-3%	-$18.6K	0.14%	68
2024 Q4	$678K	Buy	26,541 +484	+2%	+$13.3K	0.13%	68
2024 Q3	$752K	Buy	26,057 +100	+0.4%	+$2.72K	0.15%	71
2024 Q2	$649K	Buy	25,957 +3,063	+13%	+$75.4K	0.14%	75
2024 Q1	$584K	Buy	22,894 +5,246	+30%	+$132K	0.15%	69
2023 Q4	$459K	Buy	+17,648	New	+$414K	0.12%	92
2023 Q3	–	Sell	-98,097	Closed	-$104K	–	171
2023 Q2	$104K	Buy	+98,097	New	+$2.39M	0.03%	162

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return