Root Financial Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Root Financial Partners’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 Q3	$1.85M	Buy	68,430 +36,907	+117%	+$1.07M	0.06%	82
2026 Q2	$913K	Sell	31,523 -9,003	-22%	-$258K	0.04%	131
2026 Q1	$1.08M	Buy	40,526 +10,743	+36%	+$295K	0.05%	101
2025 Q4	$787K	Buy	29,783 +26,071	+702%	+$703K	0.04%	115
2025 Q3	$101K	Buy	+3,712	New	+$101K	0.01%	446

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

Root Financial Partners's DFGR Position: Q3 2026 in Review

Root Financial Partners increased its Dimensional Global Real Estate ETF (DFGR) stake by 117% in Q3 2026, buying an estimated $1.07M and bringing the position to 68,430 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #82.

Root Financial Partners first reported a position in DFGR in Q3 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Root Financial Partners held 68,430 shares of Dimensional Global Real Estate ETF worth $1.85M as of Q3 2026.
Root Financial Partners bought 36,907 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $1.07M.
Dimensional Global Real Estate ETF made up 0.06% of Root Financial Partners's portfolio in Q3 2026, its #82 holding.
Root Financial Partners first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and has held it in 5 quarters since.
148 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.