Sterling Financial Planning
DFGR icon

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
Q3 		$6.92M Buy
255,734
+8,471
+3% +$246K 1.9% 17
2026
Q2 		$7.16M Buy
247,263
+12,005
+5% +$344K 1.95% 17
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

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
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 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

Sterling Financial Planning's DFGR Position: Q3 2026 in Review

Sterling Financial Planning increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.4% in Q3 2026, buying an estimated $246K and bringing the position to 255,734 shares worth $6.92M. The position accounts for 1.9% of the portfolio, ranked #17.

Sterling Financial Planning first reported a position in DFGR in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.16M in Q2 2026. 234 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Sterling Financial Planning held 255,734 shares of Dimensional Global Real Estate ETF worth $6.92M as of Q3 2026.
  • Sterling Financial Planning bought 8,471 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $246K.
  • Dimensional Global Real Estate ETF made up 1.9% of Sterling Financial Planning's portfolio in Q3 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 15 quarters since.
  • Sterling Financial Planning's Dimensional Global Real Estate ETF position peaked at $7.16M in Q2 2026.
  • 234 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.