Dimensional ETF Trust - Dimensional Global Real Estate ETF
US ˙ ARCA ˙ US25434V6589

SecurityDFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
InstitutionAbacus Planning Group, Inc.
Latest Disclosed Ownership29,298 shares
Latest Disclosed Value $ 778,753
Abacus Planning Group, Inc. reports 61.07% increase in ownership of DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF

On April 7, 2026 - Abacus Planning Group, Inc. filed a 13F-HR form disclosing ownership of 29,298 shares of Dimensional ETF Trust - Dimensional Global Real Estate ETF (US:DFGR) valued at $778,741 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 18,190 shares of Dimensional ETF Trust - Dimensional Global Real Estate ETF. This represents a change in shares of 61.07% during the quarter. The current value of the position is $829,866 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-07 2026-03-31 13F DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 29,298 11,108 61.07 779 62.08 0.1048
2026-01-16 2025-12-31 13F DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 18,190 2,825 18.39 481 14.56 0.0640
2025-10-22 2025-09-30 13F DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 15,365 718 4.90 420 6.89 0.0579
2025-07-21 2025-06-30 13F/A-1 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 14,647 3,924 36.59 393 39.50 0.0584
2025-04-14 2025-03-31 13F DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 10,723 2,032 23.38 282 27.15 0.0493
2025-02-03 2024-12-31 13F DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 8,691 8,691 222 0.0390
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.