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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

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

XY Planning Network's DFGR Position: Q2 2026 in Review

XY Planning Network increased its Dimensional Global Real Estate ETF (DFGR) stake by 8.1% in Q2 2026, buying an estimated $805K and bringing the position to 374,316 shares worth $10.8M. The position accounts for 1.36% of the portfolio, ranked #16.

XY Planning Network first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • XY Planning Network held 374,316 shares of Dimensional Global Real Estate ETF worth $10.8M as of Q2 2026.
  • XY Planning Network bought 28,115 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $805K.
  • Dimensional Global Real Estate ETF made up 1.36% of XY Planning Network's portfolio in Q2 2026, its #16 holding.
  • XY Planning Network first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.