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Outbound Financial Inc’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Outbound Financial Inc’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 		$1.72M Buy
59,364
+3,639
+7% +$104K 1.11% 22
2026
Q1 		$1.48M Buy
55,725
+3,453
+7% +$94.7K 1.11% 21
2025
Q4 		$1.38M Buy
52,272
+3,754
+8% +$101K 1.08% 21
2025
Q3 		$1.33M Buy
48,518
+3,865
+9% +$105K 1.08% 21
2025
Q2 		$1.2M Buy
+44,653
New +$1.17M 1.09% 21

Other funds holding DFGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Outbound Financial Inc's DFGR Position: Q2 2026 in Review

Outbound Financial Inc increased its Dimensional Global Real Estate ETF (DFGR) stake by 6.5% in Q2 2026, buying an estimated $104K and bringing the position to 59,364 shares worth $1.72M. The position accounts for 1.11% of the portfolio, ranked #22.

Outbound Financial Inc first reported a position in DFGR in Q2 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Outbound Financial Inc held 59,364 shares of Dimensional Global Real Estate ETF worth $1.72M as of Q2 2026.
  • Outbound Financial Inc bought 3,639 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $104K.
  • Dimensional Global Real Estate ETF made up 1.11% of Outbound Financial Inc's portfolio in Q2 2026, its #22 holding.
  • Outbound Financial Inc first reported a position in Dimensional Global Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • 101 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.