Timonier Family Office’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Timonier Family Office’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	$1.17M	Buy	+40,334	New	+$1.16M	0.33%	27
2025 Q4	$1.36M	Sell	51,428 -5,119	-9%	-$138K	0.43%	26
2025 Q3	$1.54M	Buy	56,547 +390	+0.7%	+$10.6K	0.51%	26
2025 Q2	$1.51M	Sell	56,157 -2,163	-4%	-$56.8K	0.56%	26
2025 Q1	$1.53M	Sell	58,320 -3,305	-5%	-$86.1K	0.68%	23
2024 Q4	$1.57M	Buy	+61,625	New	+$1.69M	0.81%	22

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

Timonier Family Office's DFGR Position: Q2 2026 in Review

Timonier Family Office opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q2 2026: 40,334 shares worth $1.17M. The stake represents 0.33% of the portfolio and ranks #27 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in DFGR as recently as Q4 2025.

Timonier Family Office first reported a position in DFGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.57M in Q4 2024. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Timonier Family Office held 40,334 shares of Dimensional Global Real Estate ETF worth $1.17M as of Q2 2026.
Dimensional Global Real Estate ETF was a new Timonier Family Office position in Q2 2026.
Dimensional Global Real Estate ETF made up 0.33% of Timonier Family Office's portfolio in Q2 2026, its #27 holding.
Timonier Family Office first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
Timonier Family Office's Dimensional Global Real Estate ETF position peaked at $1.57M in Q4 2024.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.