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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
Q2 		$16M Buy
551,990
+4,883
+0.9% +$140K 1.51% 15
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 $7.79B AUM 20.38% 1-Year Est. Return
SC
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
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

Planning Center Inc's DFGR Position: Q2 2026 in Review

Planning Center Inc increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.89% in Q2 2026, buying an estimated $140K and bringing the position to 551,990 shares worth $16M. The position accounts for 1.51% of the portfolio, ranked #15.

Planning Center Inc first reported a position in DFGR in Q2 2023 and has held it in 13 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Planning Center Inc held 551,990 shares of Dimensional Global Real Estate ETF worth $16M as of Q2 2026.
  • Planning Center Inc bought 4,883 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $140K.
  • Dimensional Global Real Estate ETF made up 1.51% of Planning Center Inc's portfolio in Q2 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 13 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.