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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
Q2 		$1.43M Sell
49,531
-2,066
-4% -$59.2K 0.81% 27
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
SC
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
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

W.H. Cornerstone Investments's DFGR Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its Dimensional Global Real Estate ETF (DFGR) stake by 4% in Q2 2026, selling an estimated $59.2K and leaving 49,531 shares worth $1.43M. The position accounts for 0.81% of the portfolio, ranked #27.

W.H. Cornerstone Investments first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q4 2025. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • W.H. Cornerstone Investments held 49,531 shares of Dimensional Global Real Estate ETF worth $1.43M as of Q2 2026.
  • W.H. Cornerstone Investments sold 2,066 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $59.2K.
  • Dimensional Global Real Estate ETF made up 0.81% of W.H. Cornerstone Investments's portfolio in Q2 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 11 quarters since.
  • W.H. Cornerstone Investments's Dimensional Global Real Estate ETF position peaked at $1.48M in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.