Willow Creek Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Willow Creek Wealth Management’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 Q3	$17.4M	Buy	638,861 +78,125	+14%	+$2.12M	1.44%	18
2025 Q2	$15M	Buy	560,736 +59,935	+12%	+$1.57M	1.35%	22
2025 Q1	$13.2M	Buy	500,801 +123,027	+33%	+$3.21M	1.28%	23
2024 Q4	$9.65M	Buy	377,774 +64,472	+21%	+$1.77M	0.98%	27
2024 Q3	$9.04M	Buy	313,302 +32,001	+11%	+$872K	0.95%	26
2024 Q2	$7.03M	Buy	281,301 +76,133	+37%	+$1.87M	0.8%	27
2024 Q1	$5.24M	Buy	205,168 +43,747	+27%	+$1.1M	0.61%	30
2023 Q4	$4.19M	Buy	161,421 +75,163	+87%	+$1.76M	0.53%	34
2023 Q3	$1.93M	Buy	86,258 +24,587	+40%	+$595K	0.29%	39
2023 Q2	$1.5M	Buy	61,671 +13,638	+28%	+$332K	0.21%	51
2023 Q1	$1.18M	Buy	+48,033	New	+$1.21M	0.18%	50

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

TWA

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

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Willow Creek Wealth Management's DFGR Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 14% in Q3 2025, buying an estimated $2.12M and bringing the position to 638,861 shares worth $17.4M. The position accounts for 1.44% of the portfolio, ranked #18.

Willow Creek Wealth Management first reported a position in DFGR in Q1 2023 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold DFGR as of Q3 2025.

Willow Creek Wealth Management held 638,861 shares of Dimensional Global Real Estate ETF worth $17.4M as of Q3 2025.
Willow Creek Wealth Management bought 78,125 Dimensional Global Real Estate ETF shares in Q3 2025, an estimated $2.12M.
Dimensional Global Real Estate ETF made up 1.44% of Willow Creek Wealth Management's portfolio in Q3 2025, its #18 holding.
Willow Creek Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 11 quarters since.
279 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.