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 Q2	$293K	Sell	10,102 -222	-2%	-$6.36K	0.2%	27
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 $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

Vested Financial Planning's DFGR Position: Q2 2026 in Review

Vested Financial Planning reduced its Dimensional Global Real Estate ETF (DFGR) stake by 2.2% in Q2 2026, selling an estimated $6.36K and leaving 10,102 shares worth $293K. The position accounts for 0.2% of the portfolio, ranked #27.

Vested Financial Planning 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.

Vested Financial Planning held 10,102 shares of Dimensional Global Real Estate ETF worth $293K as of Q2 2026.
Vested Financial Planning sold 222 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $6.36K.
Dimensional Global Real Estate ETF made up 0.2% of Vested Financial Planning's portfolio in Q2 2026, its #27 holding.
Vested Financial Planning 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 Vested Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.