RGF
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Retirement Guys Formula’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Retirement Guys Formula’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
Q1 		– Sell
-62,700
Closed -$1.6M – 145
2024
Q4 		$1.6M Sell
62,700
-10,265
-14% -$282K 0.81% 37
2024
Q3 		$2.11M Buy
72,965
+473
+0.7% +$12.9K 0.98% 26
2024
Q2 		$1.81M Sell
72,492
-6,221
-8% -$153K 0.87% 33
2024
Q1 		$2.01M Buy
78,713
+806
+1% +$20.2K 0.98% 27
2023
Q4 		$2.02M Buy
77,907
+21,671
+39% +$508K 1.09% 27
2023
Q3 		$1.26M Sell
56,236
-3,050
-5% -$73.8K 0.88% 28
2023
Q2 		$1.45M Buy
59,286
+5,105
+9% +$124K 0.84% 32
2023
Q1 		$1.33M Buy
54,181
+209
+0.4% +$5.28K 0.95% 30
2022
Q4 		$1.32M Buy
+53,972
New +$1.33M 1.08% 24

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
SC
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Retirement Guys Formula's DFGR Position: Q1 2025 in Review

Retirement Guys Formula sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2025, closing a stake of 62,700 shares — an estimated $1.6M sold.

Retirement Guys Formula first reported a position in DFGR in Q4 2022 and held it in 9 quarters. The position peaked at $2.11M in Q3 2024. 250 funds tracked by Wall St. Rank hold DFGR as of Q1 2025.

  • Retirement Guys Formula reported no remaining Dimensional Global Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Retirement Guys Formula sold 62,700 Dimensional Global Real Estate ETF shares in Q1 2025, an estimated $1.6M.
  • Retirement Guys Formula first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and held it in 9 quarters.
  • Retirement Guys Formula's Dimensional Global Real Estate ETF position peaked at $2.11M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2025.

Based on Retirement Guys Formula's 13F filing for Q1 2025, filed 23 Apr 2025.