SFP
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Sterling Financial Planning’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Sterling Financial Planning’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 		$6.25M Buy
235,258
+15,879
+7% +$435K 1.85% 17
2025
Q4 		$5.8M Buy
219,379
+12,758
+6% +$344K 1.75% 17
2025
Q3 		$5.64M Buy
206,621
+4,053
+2% +$110K 1.78% 17
2025
Q2 		$5.43M Buy
202,568
+15,477
+8% +$406K 1.82% 17
2025
Q1 		$4.91M Buy
187,091
+13,706
+8% +$357K 1.78% 16
2024
Q4 		$4.43M Buy
173,385
+7,474
+5% +$205K 1.63% 18
2024
Q3 		$4.79M Buy
165,911
+14,634
+10% +$399K 1.77% 15
2024
Q2 		$3.78M Buy
151,277
+35,558
+31% +$875K 1.53% 18
2024
Q1 		$2.95M Buy
115,719
+28,759
+33% +$721K 1.2% 25
2023
Q4 		$2.26M Buy
86,960
+18,978
+28% +$445K 0.98% 31
2023
Q3 		$1.52M Buy
67,982
+10,347
+18% +$250K 0.78% 37
2023
Q2 		$1.41M Buy
57,635
+22,394
+64% +$545K 0.7% 37
2023
Q1 		$865K Buy
+35,241
New +$890K 0.47% 45

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Sterling Financial Planning's DFGR Position: Q1 2026 in Review

Sterling Financial Planning increased its Dimensional Global Real Estate ETF (DFGR) stake by 7.2% in Q1 2026, buying an estimated $435K and bringing the position to 235,258 shares worth $6.25M. The position accounts for 1.85% of the portfolio, ranked #17.

Sterling Financial Planning first reported a position in DFGR in Q1 2023 and has held it in 13 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Sterling Financial Planning held 235,258 shares of Dimensional Global Real Estate ETF worth $6.25M as of Q1 2026.
  • Sterling Financial Planning bought 15,879 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $435K.
  • Dimensional Global Real Estate ETF made up 1.85% of Sterling Financial Planning's portfolio in Q1 2026, its #17 holding.
  • Sterling Financial Planning first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.