Moisand Fitzgerald Tamayo’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Moisand Fitzgerald Tamayo’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	$24.2K	Hold	834	–	–	﹤0.01%	266
2026 Q1	$22.2K	Hold	834	–	–	﹤0.01%	261
2025 Q4	$22K	Hold	834	–	–	﹤0.01%	267
2025 Q3	$22.8K	Hold	834	–	–	﹤0.01%	263
2025 Q2	$22.4K	Hold	834	–	–	﹤0.01%	268
2025 Q1	$21.9K	Sell	834 -147	-15%	-$3.83K	﹤0.01%	263
2024 Q4	$25.1K	Buy	981 +54	+6%	+$1.48K	﹤0.01%	249
2024 Q3	$26.8K	Buy	927 +139	+18%	+$3.79K	﹤0.01%	249
2024 Q2	$19.7K	Hold	788	–	–	﹤0.01%	249
2024 Q1	$20.1K	Hold	788	–	–	﹤0.01%	246
2023 Q4	$20.5K	Buy	+788	New	+$18.5K	﹤0.01%	255

Other funds holding DFGR

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

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return