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 Q3	$12.3M	Buy	455,858 +81,542	+22%	+$2.37M	1.33%	18
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

XY Planning Network's DFGR Position: Q3 2026 in Review

XY Planning Network increased its Dimensional Global Real Estate ETF (DFGR) stake by 22% in Q3 2026, buying an estimated $2.37M and bringing the position to 455,858 shares worth $12.3M. The position accounts for 1.33% of the portfolio, ranked #18.

XY Planning Network first reported a position in DFGR in Q4 2024 and has held it in 8 quarters since. 109 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

XY Planning Network held 455,858 shares of Dimensional Global Real Estate ETF worth $12.3M as of Q3 2026.
XY Planning Network bought 81,542 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $2.37M.
Dimensional Global Real Estate ETF made up 1.33% of XY Planning Network's portfolio in Q3 2026, its #18 holding.
XY Planning Network first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
109 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.