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 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 $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

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Tru Independence Asset Management 2's DFGR Position: Q1 2026 in Review

Tru Independence Asset Management 2 increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.9% in Q1 2026, buying an estimated $67K and bringing the position to 44,133 shares worth $1.17M. The position accounts for 0.72% of the portfolio, ranked #39.

Tru Independence Asset Management 2 first reported a position in DFGR in Q4 2024 and has held it in 6 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Tru Independence Asset Management 2 held 44,133 shares of Dimensional Global Real Estate ETF worth $1.17M as of Q1 2026.
Tru Independence Asset Management 2 bought 2,444 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $67K.
Dimensional Global Real Estate ETF made up 0.72% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #39 holding.
Tru Independence Asset Management 2 first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.