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 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 $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Parkshore Wealth Management's DFGR Position: Q1 2026 in Review

Parkshore Wealth Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 27% in Q1 2026, selling an estimated $2.14M and leaving 210,980 shares worth $5.61M. The position accounts for 1.87% of the portfolio, ranked #13.

Parkshore Wealth Management first reported a position in DFGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.6M in Q3 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Parkshore Wealth Management held 210,980 shares of Dimensional Global Real Estate ETF worth $5.61M as of Q1 2026.
Parkshore Wealth Management sold 77,954 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $2.14M.
Dimensional Global Real Estate ETF made up 1.87% of Parkshore Wealth Management's portfolio in Q1 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 6 quarters since.
Parkshore Wealth Management's Dimensional Global Real Estate ETF position peaked at $10.6M in Q3 2025.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.