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 Q3	$5.49M	Buy	202,947 +7,924	+4%	+$230K	1.39%	12
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

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

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Parkshore Wealth Management's DFGR Position: Q3 2026 in Review

Parkshore Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.1% in Q3 2026, buying an estimated $230K and bringing the position to 202,947 shares worth $5.49M. The position accounts for 1.39% of the portfolio, ranked #12.

Parkshore Wealth Management first reported a position in DFGR in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.6M in Q3 2025. 105 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Parkshore Wealth Management held 202,947 shares of Dimensional Global Real Estate ETF worth $5.49M as of Q3 2026.
Parkshore Wealth Management bought 7,924 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $230K.
Dimensional Global Real Estate ETF made up 1.39% of Parkshore Wealth Management's portfolio in Q3 2026, its #12 holding.
Parkshore Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's Dimensional Global Real Estate ETF position peaked at $10.6M in Q3 2025.
105 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.