WorthPointe’s Dimensional Global Real Estate ETF DFGR Stock Holding History

WorthPointe’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	$1.13M	Buy	42,403 +2,005	+5%	+$55K	0.31%	52
2025 Q4	$1.07M	Buy	40,398 +26,727	+196%	+$721K	0.28%	59
2025 Q3	$373K	Buy	13,671 +3,922	+40%	+$106K	0.14%	72
2025 Q2	$262K	Sell	9,749 -11,626	-54%	-$305K	0.11%	78
2025 Q1	$561K	Buy	21,375 +145	+0.7%	+$3.78K	0.26%	45
2024 Q4	$542K	Buy	21,230 +281	+1%	+$7.71K	0.23%	44
2024 Q3	$605K	Hold	20,949	–	–	0.25%	40
2024 Q2	$524K	Hold	20,949	–	–	0.24%	42
2024 Q1	$535K	Buy	20,949 +285	+1%	+$7.15K	0.27%	34
2023 Q4	$537K	Buy	20,664 +9,274	+81%	+$217K	0.27%	41
2023 Q3	$255K	Hold	11,390	–	–	0.16%	58
2023 Q2	$278K	Hold	11,390	–	–	0.17%	47
2023 Q1	$280K	Hold	11,390	–	–	0.19%	46
2022 Q4	$278K	Buy	+11,390	New	+$281K	0.2%	45

Other funds holding DFGR

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

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

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return