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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
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

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

Root Financial Partners's DFGR Position: Q2 2026 in Review

Root Financial Partners reduced its Dimensional Global Real Estate ETF (DFGR) stake by 22% in Q2 2026, selling an estimated $258K and leaving 31,523 shares worth $913K. The position accounts for 0.04% of the portfolio, ranked #131.

Root Financial Partners first reported a position in DFGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q1 2026. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Root Financial Partners held 31,523 shares of Dimensional Global Real Estate ETF worth $913K as of Q2 2026.
  • Root Financial Partners sold 9,003 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $258K.
  • Dimensional Global Real Estate ETF made up 0.04% of Root Financial Partners's portfolio in Q2 2026, its #131 holding.
  • Root Financial Partners first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Dimensional Global Real Estate ETF position peaked at $1.08M in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.