DFGR β€” DIMENSIONAL GLOBAL REAL ESTATE

Ownership history in von Borstel & Associates, Inc.  Β·  6 quarters on record

AI Ownership Summary

von Borstel & Associates, Inc. reported DIMENSIONAL GLOBAL REAL ESTATE (DFGR) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.11% in 2025 Q1. The latest visible filing shows DFGR at 1.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was von Borstel & Associates, Inc.'s position in DIMENSIONAL GLOBAL REAL ESTATE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFGR was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How von Borstel & Associates, Inc. held DFGR β€” position size vs. price
% of Fund (quarterly)    DFGR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 171,264 +8,832 +5.4% 1.06% $4.5M 2026-02-14 (Est.) $28.42
2025 Q3 ADDED 162,432 +10,006 +6.6% 0.68% $4.4M 2025-11-14 $26.26
2025 Q2 ADDED 152,426 +10,766 +7.6% 1.08% $4.1M 2025-08-11 $25.65
2025 Q1 ADDED 141,660 +35,359 +33.3% 1.11% $3.7M 2025-04-29 $25.04
2024 Q4 ADDED 106,301 +40,004 +60.3% 1.06% $2.7M 2025-02-11 $25.21
2024 Q3 INITIATED 66,297 β€” β€” 1.08% $1.9M 2024-10-15 $26.64

FAQ About von Borstel & Associates, Inc. and DFGR

These are the practical questions this page is built to answer before you even open the full history table.

How long has von Borstel & Associates, Inc. reported owning DFGR?

von Borstel & Associates, Inc. reported DFGR across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported DFGR position in von Borstel & Associates, Inc.'s portfolio?

The largest reported portfolio weight for DFGR was 1.11% in 2025 Q1.

What is the latest reported DFGR position on this page?

The most recent filing on this page is 2025 Q4, when von Borstel & Associates, Inc. reported 171,264 shares, equal to 1.06% of portfolio, with an estimated market value of $4.5M.

What does the chart on this DFGR ownership page compare?

The chart compares von Borstel & Associates, Inc.'s quarterly DFGR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to von Borstel & Associates, Inc. Holdings