Vested Financial Planning’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Vested Financial Planning’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	$274K	Buy	10,324 +975	+10%	+$26.7K	0.21%	24
2025 Q4	$247K	Sell	9,349 -527	-5%	-$14.2K	0.19%	28
2025 Q3	$270K	Buy	9,876 +1,430	+17%	+$38.7K	0.22%	25
2025 Q2	$227K	Sell	8,446 -38	-0.4%	-$998	0.2%	26
2025 Q1	$223K	Sell	8,484 -459	-5%	-$12K	0.22%	23
2024 Q4	$228K	Buy	+8,943	New	+$245K	0.22%	25

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 $2.31B AUM 26.52% 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

Vested Financial Planning's DFGR Position: Q1 2026 in Review

Vested Financial Planning increased its Dimensional Global Real Estate ETF (DFGR) stake by 10% in Q1 2026, buying an estimated $26.7K and bringing the position to 10,324 shares worth $274K. The position accounts for 0.21% of the portfolio, ranked #24.

Vested Financial Planning 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.

Vested Financial Planning held 10,324 shares of Dimensional Global Real Estate ETF worth $274K as of Q1 2026.
Vested Financial Planning bought 975 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $26.7K.
Dimensional Global Real Estate ETF made up 0.21% of Vested Financial Planning's portfolio in Q1 2026, its #24 holding.
Vested Financial Planning 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 Vested Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.