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 Q1	$311K	Buy	11,716 +674	+6%	+$18.5K	0.02%	574
2025 Q4	$292K	Buy	11,042 +360	+3%	+$9.71K	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 $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return