AA Financial Advisors
DFGR icon

AA Financial Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

AA Financial Advisors’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 		$1.24M Buy
45,815
+5,812
+15% +$169K 0.15% 104
2026
Q2 		$1.16M Sell
40,003
-2,434
-6% -$69.7K 0.14% 106
2026
Q1 		$1.13M Buy
+42,437
New +$1.16M 0.16% 103

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Creative Capital Management Investments
Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

AA Financial Advisors's DFGR Position: Q3 2026 in Review

AA Financial Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 15% in Q3 2026, buying an estimated $169K and bringing the position to 45,815 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #104.

AA Financial Advisors first reported a position in DFGR in Q1 2026 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • AA Financial Advisors held 45,815 shares of Dimensional Global Real Estate ETF worth $1.24M as of Q3 2026.
  • AA Financial Advisors bought 5,812 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $169K.
  • Dimensional Global Real Estate ETF made up 0.15% of AA Financial Advisors's portfolio in Q3 2026, its #104 holding.
  • AA Financial Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2026 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.