Vantage Point Financial’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Vantage Point Financial’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	$1.68M	Buy	58,064 +5	+0%	+$143	0.51%	42
2026 Q1	$1.54M	Buy	58,059 +4,630	+9%	+$127K	0.54%	39
2025 Q4	$1.41M	Buy	53,429 +8,589	+19%	+$232K	0.5%	44
2025 Q3	$1.22M	Buy	44,840 +5,292	+13%	+$143K	0.47%	44
2025 Q2	$1.06M	Buy	39,548 +2,182	+6%	+$57.3K	0.47%	46
2025 Q1	$981K	Buy	37,366 +4,112	+12%	+$107K	0.49%	46
2024 Q4	$849K	Buy	+33,254	New	+$913K	0.46%	45

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

Vantage Point Financial's DFGR Position: Q2 2026 in Review

Vantage Point Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.01% in Q2 2026, buying an estimated $143 and bringing the position to 58,064 shares worth $1.68M. The position accounts for 0.51% of the portfolio, ranked #42.

Vantage Point Financial first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Vantage Point Financial held 58,064 shares of Dimensional Global Real Estate ETF worth $1.68M as of Q2 2026.
Vantage Point Financial bought 5 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $143.
Dimensional Global Real Estate ETF made up 0.51% of Vantage Point Financial's portfolio in Q2 2026, its #42 holding.
Vantage Point Financial first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.