Simplicity Wealth’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Simplicity Wealth’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	$505K	Buy	17,440 +5,724	+49%	+$164K	0.02%	632
2026 Q1	$311K	Buy	11,716 +674	+6%	+$18.5K	0.02%	574
2025 Q4	$292K	Buy	11,042 +360	+3%	+$9.7K	0.02%	563
2025 Q3	$292K	Sell	10,682 -10,308	-49%	-$279K	0.02%	576
2025 Q2	$563K	Sell	20,990 -5,633	-21%	-$148K	0.02%	428
2025 Q1	$699K	Buy	+26,623	New	+$694K	0.05%	291
2024 Q4	–	Sell	-33,515	Closed	-$967K	–	382
2024 Q3	$967K	Sell	33,515 -470,402	-93%	-$12.8M	0.09%	198
2024 Q2	$12.6M	Buy	+503,917	New	+$12.4M	0.28%	72

Other funds holding DFGR

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Simplicity Wealth's DFGR Position: Q2 2026 in Review

Simplicity Wealth increased its Dimensional Global Real Estate ETF (DFGR) stake by 49% in Q2 2026, buying an estimated $164K and bringing the position to 17,440 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #632.

Simplicity Wealth first reported a position in DFGR in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.6M in Q2 2024. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Simplicity Wealth held 17,440 shares of Dimensional Global Real Estate ETF worth $505K as of Q2 2026.
Simplicity Wealth bought 5,724 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $164K.
Dimensional Global Real Estate ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #632 holding.
Simplicity Wealth first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
Simplicity Wealth's Dimensional Global Real Estate ETF position peaked at $12.6M in Q2 2024.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.