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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

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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

LJI Wealth Management's DFGR Position: Q1 2026 in Review

LJI Wealth Management sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2026, closing a stake of 29,214 shares — an estimated $772K sold.

LJI Wealth Management first reported a position in DFGR in Q2 2023 and held it in 9 quarters. The position peaked at $772K in Q4 2025. 317 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • LJI Wealth Management reported no remaining Dimensional Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • LJI Wealth Management sold 29,214 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $772K.
  • LJI Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and held it in 9 quarters.
  • LJI Wealth Management's Dimensional Global Real Estate ETF position peaked at $772K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.