Planning Center Inc’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Planning Center 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 Q1	$14.5M	Sell	547,107 -2,182	-0.4%	-$59.8K	1.47%	15
2025 Q4	$14.5M	Buy	549,289 +11,298	+2%	+$305K	1.48%	15
2025 Q3	$14.7M	Buy	537,991 +15,588	+3%	+$422K	1.54%	16
2025 Q2	$14M	Buy	522,403 +13,057	+3%	+$343K	1.55%	15
2025 Q1	$13.4M	Buy	509,346 +15,744	+3%	+$410K	1.58%	15
2024 Q4	$12.6M	Buy	493,602 +4,080	+0.8%	+$112K	1.6%	15
2024 Q3	$14.1M	Sell	489,522 -2,208	-0.4%	-$60.1K	1.74%	15
2024 Q2	$12.3M	Buy	491,730 +11,947	+2%	+$294K	1.61%	15
2024 Q1	$12.2M	Buy	479,783 +15,160	+3%	+$380K	2.67%	11
2023 Q4	$12.1M	Buy	464,623 +21,136	+5%	+$496K	2.8%	10
2023 Q3	$9.94M	Buy	443,487 +30,710	+7%	+$743K	2.58%	11
2023 Q2	$10.1M	Buy	+412,777	New	+$10.1M	2.56%	11

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

Planning Center Inc's DFGR Position: Q1 2026 in Review

Planning Center Inc reduced its Dimensional Global Real Estate ETF (DFGR) stake by 0.4% in Q1 2026, selling an estimated $59.8K and leaving 547,107 shares worth $14.5M. The position accounts for 1.47% of the portfolio, ranked #15.

Planning Center Inc first reported a position in DFGR in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.7M in Q3 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Planning Center Inc held 547,107 shares of Dimensional Global Real Estate ETF worth $14.5M as of Q1 2026.
Planning Center Inc sold 2,182 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $59.8K.
Dimensional Global Real Estate ETF made up 1.47% of Planning Center Inc's portfolio in Q1 2026, its #15 holding.
Planning Center Inc first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
Planning Center Inc's Dimensional Global Real Estate ETF position peaked at $14.7M in Q3 2025.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Planning Center Inc's 13F filing for Q1 2026, filed 28 Apr 2026.