Verisail Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Verisail Partners’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	$25.2M	Buy	870,403 +8,099	+0.9%	+$232K	9.35%	3
2026 Q1	$22.9M	Buy	862,304 +17,784	+2%	+$488K	9.3%	3
2025 Q4	$22.3M	Buy	844,520 +50,437	+6%	+$1.36M	9.16%	3
2025 Q3	$21.7M	Buy	794,083 +10,545	+1%	+$286K	9.2%	3
2025 Q2	$21M	Buy	783,538 +12,595	+2%	+$331K	8.93%	3
2025 Q1	$20.2M	Sell	770,943 -28,634	-4%	-$746K	9.33%	3
2024 Q4	$20.4M	Buy	+799,577	New	+$21.9M	9.56%	3

Other funds holding DFGR

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return