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

SageOak Financial’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	$1.84M	Buy	67,853 +1,943	+3%	+$56.5K	1.19%	12
2026 Q2	$1.91M	Sell	65,910 -634	-1%	-$18.2K	1.24%	11
2026 Q1	$1.77M	Buy	66,544 +1,619	+2%	+$44.4K	1.24%	9
2025 Q4	$1.72M	Buy	64,925 +3,575	+6%	+$96.4K	1.24%	10
2025 Q3	$1.68M	Buy	61,350 +3,001	+5%	+$81.3K	1.23%	10
2025 Q2	$1.57M	Buy	58,349 +4,282	+8%	+$112K	1.25%	10
2025 Q1	$1.42M	Buy	54,067 +14,109	+35%	+$368K	1.26%	10
2024 Q4	$1.02M	Buy	+39,958	New	+$1.1M	0.93%	18

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

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

SageOak Financial's DFGR Position: Q3 2026 in Review

SageOak Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 2.9% in Q3 2026, buying an estimated $56.5K and bringing the position to 67,853 shares worth $1.84M. The position accounts for 1.19% of the portfolio, ranked #12.

SageOak Financial first reported a position in DFGR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.91M in Q2 2026. 109 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

SageOak Financial held 67,853 shares of Dimensional Global Real Estate ETF worth $1.84M as of Q3 2026.
SageOak Financial bought 1,943 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $56.5K.
Dimensional Global Real Estate ETF made up 1.19% of SageOak Financial's portfolio in Q3 2026, its #12 holding.
SageOak Financial first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
SageOak Financial's Dimensional Global Real Estate ETF position peaked at $1.91M in Q2 2026.
109 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on SageOak Financial's 13F filing for Q3 2026, filed 19 Oct 2026.