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

WPWealth’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	$26.9M	Sell	927,899 -35,376	-4%	-$1.01M	3.99%	10
2026 Q1	$25.6M	Buy	963,275 +31,818	+3%	+$872K	3.91%	9
2025 Q4	$24.6M	Buy	931,457 +62,550	+7%	+$1.69M	3.85%	9
2025 Q3	$23.7M	Buy	868,907 +57,116	+7%	+$1.55M	3.88%	9
2025 Q2	$21.8M	Buy	811,791 +51,890	+7%	+$1.36M	3.93%	8
2025 Q1	$20M	Buy	759,901 +52,991	+7%	+$1.38M	3.94%	8
2024 Q4	$18.1M	Buy	706,910 +38,630	+6%	+$1.06M	3.69%	8
2024 Q3	$19.3M	Buy	668,280 +54,653	+9%	+$1.49M	4%	8
2024 Q2	$15.3M	Buy	613,627 +116,694	+23%	+$2.87M	3.7%	8
2024 Q1	$12.7M	Buy	496,933 +61,918	+14%	+$1.55M	3.28%	9
2023 Q4	$11.3M	Buy	435,015 +131,216	+43%	+$3.08M	3.5%	8
2023 Q3	$6.81M	Buy	303,799 +128,339	+73%	+$3.11M	2.6%	9
2023 Q2	$4.28M	Buy	175,460 +72,852	+71%	+$1.77M	1.84%	11
2023 Q1	$2.52M	Buy	+102,608	New	+$2.59M	1.16%	16

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 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

WPWealth's DFGR Position: Q2 2026 in Review

WPWealth reduced its Dimensional Global Real Estate ETF (DFGR) stake by 3.7% in Q2 2026, selling an estimated $1.01M and leaving 927,899 shares worth $26.9M. The position accounts for 3.99% of the portfolio, ranked #10.

WPWealth first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

WPWealth held 927,899 shares of Dimensional Global Real Estate ETF worth $26.9M as of Q2 2026.
WPWealth sold 35,376 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $1.01M.
Dimensional Global Real Estate ETF made up 3.99% of WPWealth's portfolio in Q2 2026, its #10 holding.
WPWealth first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.