Waypoint Wealth Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Waypoint Wealth Partners’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 Q2	$3.59M	Sell	133,930 -2,134	-2%	-$56K	0.87%	13
2025 Q1	$3.57M	Buy	136,064 +3,662	+3%	+$95.4K	0.99%	12
2024 Q4	$3.38M	Sell	132,402 -1,003	-0.8%	-$27.5K	0.92%	13
2024 Q3	$3.85M	Buy	133,405 +2,293	+2%	+$62.5K	1.02%	12
2024 Q2	$3.28M	Buy	131,112 +23,580	+22%	+$580K	0.96%	14
2024 Q1	$2.75M	Buy	107,532 +8,158	+8%	+$205K	0.78%	13
2023 Q4	$2.58M	Sell	99,374 -67,029	-40%	-$1.57M	0.8%	14
2023 Q3	$3.73M	Buy	166,403 +2,265	+1%	+$54.8K	1.29%	11
2023 Q2	$4M	Buy	164,138 +2,746	+2%	+$66.9K	1.37%	11
2023 Q1	$3.96M	Buy	+161,392	New	+$4.08M	1.41%	11

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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 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

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

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 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

Waypoint Wealth Partners's DFGR Position: Q2 2025 in Review

Waypoint Wealth Partners reduced its Dimensional Global Real Estate ETF (DFGR) stake by 1.6% in Q2 2025, selling an estimated $56K and leaving 133,930 shares worth $3.59M. The position accounts for 0.87% of the portfolio, ranked #13.

Waypoint Wealth Partners first reported a position in DFGR in Q1 2023 and has held it in 10 quarters since. The position peaked at $4M in Q2 2023. 262 funds tracked by Wall St. Rank hold DFGR as of Q2 2025.

Waypoint Wealth Partners held 133,930 shares of Dimensional Global Real Estate ETF worth $3.59M as of Q2 2025.
Waypoint Wealth Partners sold 2,134 Dimensional Global Real Estate ETF shares in Q2 2025, an estimated $56K.
Dimensional Global Real Estate ETF made up 0.87% of Waypoint Wealth Partners's portfolio in Q2 2025, its #13 holding.
Waypoint Wealth Partners first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 10 quarters since.
Waypoint Wealth Partners's Dimensional Global Real Estate ETF position peaked at $4M in Q2 2023.
262 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.