XY Planning Network’s Dimensional Global Real Estate ETF DFGR Stock Holding History

XY Planning Network’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	$10.8M	Buy	374,316 +28,115	+8%	+$805K	1.36%	16
2026 Q1	$9.26M	Buy	346,201 +36,155	+12%	+$991K	1.48%	13
2025 Q4	$8.19M	Buy	310,046 +120,920	+64%	+$3.26M	1.43%	14
2025 Q3	$5.07M	Hold	189,126	–	–	1.73%	12
2025 Q2	$5.07M	Sell	189,126 -10,068	-5%	-$264K	1.73%	12
2025 Q1	$5.23M	Buy	199,194 +5,637	+3%	+$147K	3.49%	5
2024 Q4	$4.94M	Buy	+193,557	New	+$5.31M	3.71%	5

Other funds holding DFGR

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

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return