TFO
DFGR icon

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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Timonier Family Office's DFGR Position: Q4 2025 in Review

Timonier Family Office reduced its Dimensional Global Real Estate ETF (DFGR) stake by 9.1% in Q4 2025, selling an estimated $138K and leaving 51,428 shares worth $1.36M. The position accounts for 0.43% of the portfolio, ranked #26.

Timonier Family Office first reported a position in DFGR in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.57M in Q4 2024. 314 funds tracked by Wall St. Rank hold DFGR as of Q4 2025.

  • Timonier Family Office held 51,428 shares of Dimensional Global Real Estate ETF worth $1.36M as of Q4 2025.
  • Timonier Family Office sold 5,119 Dimensional Global Real Estate ETF shares in Q4 2025, an estimated $138K.
  • Dimensional Global Real Estate ETF made up 0.43% of Timonier Family Office's portfolio in Q4 2025, its #26 holding.
  • Timonier Family Office first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 5 quarters since.
  • Timonier Family Office's Dimensional Global Real Estate ETF position peaked at $1.57M in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.