Poinciana Advisors Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Poinciana Advisors Group’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	$2.21M	Sell	76,384 -1,070	-1%	-$30.6K	1.64%	13
2026 Q1	$2.06M	Buy	77,454 +3,009	+4%	+$82.5K	1.62%	12
2025 Q4	$1.97M	Buy	74,445 +13,949	+23%	+$376K	1.55%	14
2025 Q3	$1.65M	Buy	60,496 +232	+0.4%	+$6.28K	1.4%	15
2025 Q2	$1.62M	Buy	60,264 +5,285	+10%	+$139K	1.46%	14
2025 Q1	$1.44M	Buy	54,979 +4,502	+9%	+$117K	1.5%	18
2024 Q4	$1.29M	Buy	+50,477	New	+$1.39M	1.31%	19

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 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

Poinciana Advisors Group's DFGR Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Dimensional Global Real Estate ETF (DFGR) stake by 1.4% in Q2 2026, selling an estimated $30.6K and leaving 76,384 shares worth $2.21M. The position accounts for 1.64% of the portfolio, ranked #13.

Poinciana Advisors Group first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Poinciana Advisors Group held 76,384 shares of Dimensional Global Real Estate ETF worth $2.21M as of Q2 2026.
Poinciana Advisors Group sold 1,070 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $30.6K.
Dimensional Global Real Estate ETF made up 1.64% of Poinciana Advisors Group's portfolio in Q2 2026, its #13 holding.
Poinciana Advisors Group first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.