Tru Independence Asset Management 2’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Tru Independence Asset Management 2’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	$1.43M	Buy	49,427 +5,294	+12%	+$152K	0.78%	31
2026 Q1	$1.17M	Buy	44,133 +2,444	+6%	+$67K	0.72%	39
2025 Q4	$1.1M	Buy	41,689 +4,519	+12%	+$122K	0.69%	40
2025 Q3	$1.02M	Buy	37,170 +2,836	+8%	+$76.8K	0.67%	39
2025 Q2	$921K	Buy	34,334 +7,770	+29%	+$204K	0.63%	40
2025 Q1	$698K	Buy	26,564 +4,499	+20%	+$117K	0.52%	44
2024 Q4	$564K	Buy	+22,065	New	+$606K	0.47%	43

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

Tru Independence Asset Management 2's DFGR Position: Q2 2026 in Review

Tru Independence Asset Management 2 increased its Dimensional Global Real Estate ETF (DFGR) stake by 12% in Q2 2026, buying an estimated $152K and bringing the position to 49,427 shares worth $1.43M. The position accounts for 0.78% of the portfolio, ranked #31.

Tru Independence Asset Management 2 first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Tru Independence Asset Management 2 held 49,427 shares of Dimensional Global Real Estate ETF worth $1.43M as of Q2 2026.
Tru Independence Asset Management 2 bought 5,294 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $152K.
Dimensional Global Real Estate ETF made up 0.78% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #31 holding.
Tru Independence Asset Management 2 first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.