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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
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

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

AA Financial Advisors's DFGR Position: Q2 2026 in Review

AA Financial Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 5.7% in Q2 2026, selling an estimated $69.7K and leaving 40,003 shares worth $1.16M. The position accounts for 0.14% of the portfolio, ranked #106.

AA Financial Advisors first reported a position in DFGR in Q1 2026 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • AA Financial Advisors held 40,003 shares of Dimensional Global Real Estate ETF worth $1.16M as of Q2 2026.
  • AA Financial Advisors sold 2,434 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $69.7K.
  • Dimensional Global Real Estate ETF made up 0.14% of AA Financial Advisors's portfolio in Q2 2026, its #106 holding.
  • AA Financial Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.