W.H. Cornerstone Investments’s Dimensional Global Real Estate ETF DFGR Stock Holding History

W.H. Cornerstone Investments’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	$1.37M	Sell	51,597 -4,463	-8%	-$122K	0.86%	27
2025 Q4	$1.48M	Buy	56,060 +5,199	+10%	+$140K	0.89%	30
2025 Q3	$1.39M	Buy	50,861 +1,892	+4%	+$51.2K	0.85%	30
2025 Q2	$1.31M	Buy	48,969 +2,676	+6%	+$70.3K	0.83%	28
2025 Q1	$1.22M	Buy	46,293 +1,566	+4%	+$40.8K	0.84%	26
2024 Q4	$1.14M	Buy	44,727 +172	+0.4%	+$4.72K	0.76%	29
2024 Q3	$1.29M	Buy	44,555 +9,352	+27%	+$255K	0.87%	27
2024 Q2	$880K	Buy	35,203 +5,470	+18%	+$135K	0.62%	43
2024 Q1	$759K	Buy	29,733 +12,073	+68%	+$303K	0.55%	52
2023 Q4	$459K	Buy	+17,660	New	+$414K	0.36%	76

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 $4.14B AUM 21.49% 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

W.H. Cornerstone Investments's DFGR Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its Dimensional Global Real Estate ETF (DFGR) stake by 8% in Q1 2026, selling an estimated $122K and leaving 51,597 shares worth $1.37M. The position accounts for 0.86% of the portfolio, ranked #27.

W.H. Cornerstone Investments first reported a position in DFGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.48M in Q4 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

W.H. Cornerstone Investments held 51,597 shares of Dimensional Global Real Estate ETF worth $1.37M as of Q1 2026.
W.H. Cornerstone Investments sold 4,463 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $122K.
Dimensional Global Real Estate ETF made up 0.86% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #27 holding.
W.H. Cornerstone Investments first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
W.H. Cornerstone Investments's Dimensional Global Real Estate ETF position peaked at $1.48M in Q4 2025.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.