Abel Hall LLC’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Abel Hall LLC’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	$1.55M	Buy	57,424 +1,111	+2%	+$32.3K	0.28%	43
2026 Q2	$1.63M	Buy	56,313 +3,476	+7%	+$100K	0.28%	47
2026 Q1	$1.4M	Buy	52,837 +19	+0%	+$521	0.3%	43
2025 Q4	$1.4M	Buy	52,818 +3,281	+7%	+$88.5K	0.33%	41
2025 Q3	$1.35M	Buy	49,537 +4,602	+10%	+$125K	0.55%	29
2025 Q2	$1.21M	Sell	44,935 -1,319	-3%	-$34.6K	0.56%	29
2025 Q1	$1.21M	Buy	46,254 +4,546	+11%	+$118K	0.73%	24
2024 Q4	$1.07M	Buy	41,708 +5,915	+17%	+$162K	0.68%	28
2024 Q3	$1.03M	Sell	35,793 -74	-0.2%	-$2.02K	0.68%	23
2024 Q2	$896K	Buy	35,867 +3,450	+11%	+$84.9K	0.63%	27
2024 Q1	$828K	Buy	32,417 +2,276	+8%	+$57.1K	0.62%	25
2023 Q4	$783K	Buy	+30,141	New	+$707K	0.67%	23

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Abel Hall LLC's DFGR Position: Q3 2026 in Review

Abel Hall LLC increased its Dimensional Global Real Estate ETF (DFGR) stake by 2% in Q3 2026, buying an estimated $32.3K and bringing the position to 57,424 shares worth $1.55M. The position accounts for 0.28% of the portfolio, ranked #43.

Abel Hall LLC first reported a position in DFGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.63M in Q2 2026. 129 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Abel Hall LLC held 57,424 shares of Dimensional Global Real Estate ETF worth $1.55M as of Q3 2026.
Abel Hall LLC bought 1,111 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $32.3K.
Dimensional Global Real Estate ETF made up 0.28% of Abel Hall LLC's portfolio in Q3 2026, its #43 holding.
Abel Hall LLC first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
Abel Hall LLC's Dimensional Global Real Estate ETF position peaked at $1.63M in Q2 2026.
129 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.