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 Q3	$1.65M	Buy	61,104 +1,740	+3%	+$50.6K	1.05%	23
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

Outbound Financial Inc's DFGR Position: Q3 2026 in Review

Outbound Financial Inc increased its Dimensional Global Real Estate ETF (DFGR) stake by 2.9% in Q3 2026, buying an estimated $50.6K and bringing the position to 61,104 shares worth $1.65M. The position accounts for 1.05% of the portfolio, ranked #23.

Outbound Financial Inc first reported a position in DFGR in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.72M in Q2 2026. 135 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Outbound Financial Inc held 61,104 shares of Dimensional Global Real Estate ETF worth $1.65M as of Q3 2026.
Outbound Financial Inc bought 1,740 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $50.6K.
Dimensional Global Real Estate ETF made up 1.05% of Outbound Financial Inc's portfolio in Q3 2026, its #23 holding.
Outbound Financial Inc first reported a position in Dimensional Global Real Estate ETF in Q2 2025 and has held it in 6 quarters since.
Outbound Financial Inc's Dimensional Global Real Estate ETF position peaked at $1.72M in Q2 2026.
135 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Outbound Financial Inc's 13F filing for Q3 2026, filed 13 Oct 2026.