Total Wealth Planning’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Total Wealth 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
2025 Q4	$798K	Sell	30,217 -584,537	-95%	-$15.8M	1.71%	16
2025 Q3	$16.8M	Buy	614,754 +44,792	+8%	+$1.21M	1.94%	16
2025 Q2	$15.3M	Buy	569,962 +33,170	+6%	+$871K	1.93%	16
2025 Q1	$14.1M	Buy	536,792 +53,045	+11%	+$1.38M	2.16%	15
2024 Q4	$12.4M	Buy	483,747 +58,599	+14%	+$1.61M	1.92%	15
2024 Q3	$12.3M	Buy	425,148 +52,728	+14%	+$1.44M	1.91%	15
2024 Q2	$9.86M	Buy	372,420 +60,056	+19%	+$1.48M	1.62%	16
2024 Q1	$7.97M	Buy	312,364 +58,767	+23%	+$1.47M	1.37%	19
2023 Q4	$6.59M	Buy	253,597 +58,187	+30%	+$1.36M	1.19%	22
2023 Q3	$4.38M	Buy	195,410 +71,499	+58%	+$1.73M	0.89%	26
2023 Q2	$3.02M	Buy	123,911 +94,668	+324%	+$2.31M	0.63%	35
2023 Q1	$718K	Buy	+29,243	New	+$739K	0.16%	53

Other funds holding DFGR

FFM

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

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

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

Total Wealth Planning's DFGR Position: Q4 2025 in Review

Total Wealth Planning reduced its Dimensional Global Real Estate ETF (DFGR) stake by 95% in Q4 2025, selling an estimated $15.8M and leaving 30,217 shares worth $798K. The position accounts for 1.71% of the portfolio, ranked #16.

Total Wealth Planning first reported a position in DFGR in Q1 2023 and has held it in 12 quarters since. The position peaked at $16.8M in Q3 2025. 314 funds tracked by Wall St. Rank hold DFGR as of Q4 2025.

Total Wealth Planning held 30,217 shares of Dimensional Global Real Estate ETF worth $798K as of Q4 2025.
Total Wealth Planning sold 584,537 Dimensional Global Real Estate ETF shares in Q4 2025, an estimated $15.8M.
Dimensional Global Real Estate ETF made up 1.71% of Total Wealth Planning's portfolio in Q4 2025, its #16 holding.
Total Wealth Planning first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 12 quarters since.
Total Wealth Planning's Dimensional Global Real Estate ETF position peaked at $16.8M in Q3 2025.
314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.