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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

SageOak Financial's DFGR Position: Q2 2026 in Review

SageOak Financial reduced its Dimensional Global Real Estate ETF (DFGR) stake by 0.95% in Q2 2026, selling an estimated $18.2K and leaving 65,910 shares worth $1.91M. The position accounts for 1.24% of the portfolio, ranked #11.

SageOak Financial first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 78 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

SageOak Financial held 65,910 shares of Dimensional Global Real Estate ETF worth $1.91M as of Q2 2026.
SageOak Financial sold 634 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $18.2K.
Dimensional Global Real Estate ETF made up 1.24% of SageOak Financial's portfolio in Q2 2026, its #11 holding.
SageOak Financial first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
78 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.