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Tilson Financial Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Tilson Financial Group’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 		$7.43M Buy
256,643
+12,446
+5% +$356K 2.04% 14
2026
Q1 		$6.49M Buy
244,197
+19,332
+9% +$530K 1.95% 15
2025
Q4 		$5.94M Buy
224,865
+15,751
+8% +$425K 1.83% 17
2025
Q3 		$5.71M Buy
209,114
+2,274
+1% +$61.6K 1.88% 18
2025
Q2 		$5.55M Sell
206,840
-2,989
-1% -$78.5K 2.09% 16
2025
Q1 		$5.51M Buy
209,829
+9,779
+5% +$255K 2.18% 15
2024
Q4 		$5.11M Buy
200,050
+13,428
+7% +$369K 2.09% 15
2024
Q3 		$5.39M Buy
186,622
+11,322
+6% +$308K 2.33% 14
2024
Q2 		$4.38M Buy
175,300
+17,343
+11% +$427K 4.43% 8
2024
Q1 		$4.03M Buy
157,957
+29,698
+23% +$745K 2.17% 14
2023
Q4 		$3.33M Buy
128,259
+68,483
+115% +$1.61M 2.14% 17
2023
Q3 		$1.34M Buy
59,776
+23,351
+64% +$565K 1.05% 24
2023
Q2 		$888K Buy
+36,425
New +$887K 1.51% 13

Other funds holding DFGR

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

Tilson Financial Group's DFGR Position: Q2 2026 in Review

Tilson Financial Group increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.1% in Q2 2026, buying an estimated $356K and bringing the position to 256,643 shares worth $7.43M. The position accounts for 2.04% of the portfolio, ranked #14.

Tilson Financial Group first reported a position in DFGR in Q2 2023 and has held it in 13 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Tilson Financial Group held 256,643 shares of Dimensional Global Real Estate ETF worth $7.43M as of Q2 2026.
  • Tilson Financial Group bought 12,446 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $356K.
  • Dimensional Global Real Estate ETF made up 2.04% of Tilson Financial Group's portfolio in Q2 2026, its #14 holding.
  • Tilson Financial Group first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.