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DFGR icon

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
Q2 		$1.2M Sell
41,372
-1,031
-2% -$29.5K 0.3% 50
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 0.25% 45
2024
Q4 		$542K Buy
21,230
+281
+1% +$7.71K 0.22% 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
– – 0.15% 58
2023
Q2 		$278K Hold
11,390
– – 0.17% 47
2023
Q1 		$280K Hold
11,390
– – 0.18% 46
2022
Q4 		$278K Buy
+11,390
New +$281K 0.19% 45

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

WorthPointe's DFGR Position: Q2 2026 in Review

WorthPointe reduced its Dimensional Global Real Estate ETF (DFGR) stake by 2.4% in Q2 2026, selling an estimated $29.5K and leaving 41,372 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #50.

WorthPointe first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • WorthPointe held 41,372 shares of Dimensional Global Real Estate ETF worth $1.2M as of Q2 2026.
  • WorthPointe sold 1,031 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $29.5K.
  • Dimensional Global Real Estate ETF made up 0.3% of WorthPointe's portfolio in Q2 2026, its #50 holding.
  • WorthPointe first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.