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

Parkshore 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 Q2	$5.65M	Sell	195,023 -15,957	-8%	-$457K	1.62%	13
2026 Q1	$5.61M	Sell	210,980 -77,954	-27%	-$2.14M	1.87%	13
2025 Q4	$7.63M	Sell	288,934 -98,307	-25%	-$2.65M	2.87%	11
2025 Q3	$10.6M	Buy	387,241 +76,171	+24%	+$2.06M	4.31%	5
2025 Q2	$8.35M	Buy	311,070 +82,525	+36%	+$2.17M	4.08%	5
2025 Q1	$6M	Buy	228,545 +31,284	+16%	+$815K	3.49%	7
2024 Q4	$5.04M	Buy	+197,261	New	+$5.41M	3.03%	9

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DPW

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

Parkshore Wealth Management's DFGR Position: Q2 2026 in Review

Parkshore Wealth Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 7.6% in Q2 2026, selling an estimated $457K and leaving 195,023 shares worth $5.65M. The position accounts for 1.62% of the portfolio, ranked #13.

Parkshore Wealth Management first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q3 2025. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Parkshore Wealth Management held 195,023 shares of Dimensional Global Real Estate ETF worth $5.65M as of Q2 2026.
Parkshore Wealth Management sold 15,957 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $457K.
Dimensional Global Real Estate ETF made up 1.62% of Parkshore Wealth Management's portfolio in Q2 2026, its #13 holding.
Parkshore Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Parkshore Wealth Management's Dimensional Global Real Estate ETF position peaked at $10.6M in Q3 2025.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.