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

Sprinkle Financial Consultants’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 		$10.4M Buy
383,972
+5,427
+1% +$158K 4.06% 6
2026
Q2 		$11M Buy
378,545
+3,181
+0.8% +$91.1K 4.3% 6
2026
Q1 		$10M Buy
375,364
+19,171
+5% +$526K 4.6% 6
2025
Q4 		$9.41M Buy
356,193
+10,219
+3% +$276K 4.78% 4
2025
Q3 		$9.45M Buy
345,974
+6,033
+2% +$163K 5.28% 4
2025
Q2 		$9.12M Buy
339,941
+3,040
+0.9% +$79.8K 5.57% 5
2025
Q1 		$8.85M Sell
336,901
-134
-0% -$3.49K 5.61% 5
2024
Q4 		$8.61M Buy
337,035
+30,100
+10% +$826K 5.86% 5
2024
Q3 		$8.86M Buy
306,935
+3,430
+1% +$93.4K 6.33% 4
2024
Q2 		$7.58M Buy
303,505
+10,213
+3% +$251K 5.98% 4
2024
Q1 		$7.49M Buy
293,292
+59,982
+26% +$1.5M 6.39% 4
2023
Q4 		$6.06M Buy
+233,310
New +$5.47M 6.17% 4

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Sprinkle Financial Consultants's DFGR Position: Q3 2026 in Review

Sprinkle Financial Consultants increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.4% in Q3 2026, buying an estimated $158K and bringing the position to 383,972 shares worth $10.4M. The position accounts for 4.06% of the portfolio, ranked #6.

Sprinkle Financial Consultants first reported a position in DFGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $11M in Q2 2026. 211 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Sprinkle Financial Consultants held 383,972 shares of Dimensional Global Real Estate ETF worth $10.4M as of Q3 2026.
  • Sprinkle Financial Consultants bought 5,427 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $158K.
  • Dimensional Global Real Estate ETF made up 4.06% of Sprinkle Financial Consultants's portfolio in Q3 2026, its #6 holding.
  • Sprinkle Financial Consultants first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
  • Sprinkle Financial Consultants's Dimensional Global Real Estate ETF position peaked at $11M in Q2 2026.
  • 211 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q3 2026, filed 9 Oct 2026.