VH
DFGR icon

Visionary Horizons’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Visionary Horizons’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
-40,358
Closed -$1.1M – 114
2025
Q3 		$1.1M Buy
40,358
+967
+2% +$26.2K 0.61% 29
2025
Q2 		$1.06M Buy
39,391
+2,546
+7% +$66.8K 0.67% 22
2025
Q1 		$968K Buy
36,845
+1,000
+3% +$26.1K 0.68% 25
2024
Q4 		$915K Buy
35,845
+4,435
+14% +$122K 0.6% 22
2024
Q3 		$906K Buy
31,410
+1,550
+5% +$42.2K 0.61% 26
2024
Q2 		$746K Buy
29,860
+10,045
+51% +$247K 0.55% 28
2024
Q1 		$480K Buy
19,815
+3,595
+22% +$90.2K 0.37% 51
2023
Q4 		$421K Buy
+16,220
New +$380K 0.34% 56

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Visionary Horizons's DFGR Position: Q4 2025 in Review

Visionary Horizons sold out of Dimensional Global Real Estate ETF (DFGR) in Q4 2025, closing a stake of 40,358 shares — an estimated $1.1M sold.

Visionary Horizons first reported a position in DFGR in Q4 2023 and held it in 8 quarters. The position peaked at $1.1M in Q3 2025. 314 funds tracked by Wall St. Rank hold DFGR as of Q4 2025.

  • Visionary Horizons reported no remaining Dimensional Global Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Visionary Horizons sold 40,358 Dimensional Global Real Estate ETF shares in Q4 2025, an estimated $1.1M.
  • Visionary Horizons first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and held it in 8 quarters.
  • Visionary Horizons's Dimensional Global Real Estate ETF position peaked at $1.1M in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2025.

Based on Visionary Horizons's 13F filing for Q4 2025, filed 23 Jan 2026.