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

Vertex Planning 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
2025
Q4 		– Sell
-7,699
Closed -$210K – 138
2025
Q3 		$210K Buy
+7,699
New +$208K 0.04% 198

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SC
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JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
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 $2.31B AUM 26.52% 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

Vertex Planning Partners's DFGR Position: Q4 2025 in Review

Vertex Planning Partners sold out of Dimensional Global Real Estate ETF (DFGR) in Q4 2025, closing a stake of 7,699 shares — an estimated $210K sold.

Vertex Planning Partners first reported a position in DFGR in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 314 funds tracked by Wall St. Rank hold DFGR as of Q4 2025.

  • Vertex Planning Partners reported no remaining Dimensional Global Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 7,699 Dimensional Global Real Estate ETF shares in Q4 2025, an estimated $210K.
  • Vertex Planning Partners first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and held it in 1 quarter.
  • Vertex Planning Partners's Dimensional Global Real Estate ETF position peaked at $210K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.