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 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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

JFG

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

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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 $18.2B AUM 21.48% 1-Year Est. Return

LFA

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

FPAS

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

DPW

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

Sterling Financial Planning's DFGR Position: Q2 2026 in Review

Sterling Financial Planning increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.1% in Q2 2026, buying an estimated $344K and bringing the position to 247,263 shares worth $7.16M. The position accounts for 1.95% of the portfolio, ranked #17.

Sterling Financial Planning first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Sterling Financial Planning held 247,263 shares of Dimensional Global Real Estate ETF worth $7.16M as of Q2 2026.
Sterling Financial Planning bought 12,005 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $344K.
Dimensional Global Real Estate ETF made up 1.95% of Sterling Financial Planning's portfolio in Q2 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 14 quarters since.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.