Summit Financial Strategies’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Summit Financial Strategies’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	$28.2M	Buy	1,062,100 +104,670	+11%	+$2.87M	2.22%	13
2025 Q4	$25.3M	Buy	957,430 +88,069	+10%	+$2.38M	2.08%	14
2025 Q3	$23.7M	Buy	869,361 +38,204	+5%	+$1.03M	2.04%	14
2025 Q2	$22.3M	Buy	831,157 +23,169	+3%	+$608K	2.06%	14
2025 Q1	$21.2M	Buy	807,988 +66,582	+9%	+$1.74M	2.14%	14
2024 Q4	$18.9M	Buy	741,406 +50,712	+7%	+$1.39M	2.09%	13
2024 Q3	$19.9M	Buy	690,694 +40,815	+6%	+$1.11M	2.24%	13
2024 Q2	$16.2M	Buy	649,879 +132,419	+26%	+$3.26M	2.02%	13
2024 Q1	$13.2M	Buy	517,460 +110,149	+27%	+$2.76M	1.84%	13
2023 Q4	$10.6M	Buy	+407,311	New	+$9.55M	1.62%	14

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