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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
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
SC
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
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 $1.88B AUM 21.09% 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

von Borstel & Associates's DFGR Position: Q1 2026 in Review

von Borstel & Associates increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.1% in Q1 2026, buying an estimated $147K and bringing the position to 176,632 shares worth $4.69M. The position accounts for 1.07% of the portfolio, ranked #13.

von Borstel & Associates first reported a position in DFGR in Q3 2024 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • von Borstel & Associates held 176,632 shares of Dimensional Global Real Estate ETF worth $4.69M as of Q1 2026.
  • von Borstel & Associates bought 5,368 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $147K.
  • Dimensional Global Real Estate ETF made up 1.07% of von Borstel & Associates's portfolio in Q1 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 7 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on von Borstel & Associates's 13F filing for Q1 2026, filed 12 May 2026.