von Borstel & Associates’s Dimensional Global Real Estate ETF DFGR Stock Holding History

von Borstel & Associates’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	$5.28M	Buy	182,309 +5,677	+3%	+$163K	1.08%	13
2026 Q1	$4.69M	Buy	176,632 +5,368	+3%	+$147K	1.07%	13
2025 Q4	$4.52M	Buy	171,264 +8,832	+5%	+$238K	1.06%	13
2025 Q3	$4.42M	Buy	162,432 +10,006	+7%	+$271K	0.68%	26
2025 Q2	$4.08M	Buy	152,426 +10,766	+8%	+$283K	1.08%	13
2025 Q1	$3.72M	Buy	141,660 +35,359	+33%	+$921K	1.11%	13
2024 Q4	$2.71M	Buy	106,301 +40,004	+60%	+$1.1M	1.06%	13
2024 Q3	$1.91M	Buy	+66,297	New	+$1.81M	1.08%	13

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

von Borstel & Associates's DFGR Position: Q2 2026 in Review

von Borstel & Associates increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.2% in Q2 2026, buying an estimated $163K and bringing the position to 182,309 shares worth $5.28M. The position accounts for 1.08% of the portfolio, ranked #13.

von Borstel & Associates first reported a position in DFGR in Q3 2024 and has held it in 8 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

von Borstel & Associates held 182,309 shares of Dimensional Global Real Estate ETF worth $5.28M as of Q2 2026.
von Borstel & Associates bought 5,677 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $163K.
Dimensional Global Real Estate ETF made up 1.08% of von Borstel & Associates's portfolio in Q2 2026, its #13 holding.
von Borstel & Associates first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.