PPL
DFGR icon

Planning Project LLC’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Planning Project LLC’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
2025
Q4 		$20.7K Buy
+783
New +$21.1K 0.01% 88

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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Planning Project LLC's DFGR Position: Q4 2025 in Review

Planning Project LLC opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q4 2025: 783 shares worth $20.7K. The stake represents 0.01% of the portfolio and ranks #88 among its holdings.

314 funds tracked by Wall St. Rank hold DFGR as of Q4 2025.

  • Planning Project LLC held 783 shares of Dimensional Global Real Estate ETF worth $20.7K as of Q4 2025.
  • Dimensional Global Real Estate ETF was a new Planning Project LLC position in Q4 2025.
  • Dimensional Global Real Estate ETF made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #88 holding.
  • 314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.