Shearwater Capital’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Shearwater Capital’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	$811K	Buy	29,973 +2,128	+8%	+$61.8K	0.38%	31
2026 Q2	$807K	Buy	27,845 +3,030	+12%	+$86.8K	0.39%	31
2026 Q1	$660K	Buy	24,815 +1,277	+5%	+$35K	0.35%	34
2025 Q4	$622K	Buy	23,538 +1,983	+9%	+$53.5K	0.36%	29
2025 Q3	$589K	Buy	21,555 +1,647	+8%	+$44.6K	0.35%	31
2025 Q2	$534K	Buy	19,908 +5,413	+37%	+$142K	0.34%	31
2025 Q1	$381K	Buy	14,495 +529	+4%	+$13.8K	0.27%	33
2024 Q4	$357K	Buy	13,966 +1,405	+11%	+$38.6K	0.24%	37
2024 Q3	$363K	Buy	12,561 +388	+3%	+$10.6K	0.25%	36
2024 Q2	$304K	Buy	12,173 +2,128	+21%	+$52.4K	0.22%	36
2024 Q1	$256K	Buy	10,045 +1,119	+13%	+$28.1K	0.19%	39
2023 Q4	$232K	Buy	+8,926	New	+$209K	0.18%	40

Other funds holding DFGR

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 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

LPL Financial San Diego, California $468B AUM 17.69% 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

Shearwater Capital's DFGR Position: Q3 2026 in Review

Shearwater Capital increased its Dimensional Global Real Estate ETF (DFGR) stake by 7.6% in Q3 2026, buying an estimated $61.8K and bringing the position to 29,973 shares worth $811K. The position accounts for 0.38% of the portfolio, ranked #31.

Shearwater Capital first reported a position in DFGR in Q4 2023 and has held it in 12 quarters since. 211 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Shearwater Capital held 29,973 shares of Dimensional Global Real Estate ETF worth $811K as of Q3 2026.
Shearwater Capital bought 2,128 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $61.8K.
Dimensional Global Real Estate ETF made up 0.38% of Shearwater Capital's portfolio in Q3 2026, its #31 holding.
Shearwater Capital first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
211 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Shearwater Capital's 13F filing for Q3 2026, filed 13 Oct 2026.