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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
Q2 		$1.63M Buy
56,313
+3,476
+7% +$99.6K 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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Abel Hall LLC's DFGR Position: Q2 2026 in Review

Abel Hall LLC increased its Dimensional Global Real Estate ETF (DFGR) stake by 6.6% in Q2 2026, buying an estimated $99.6K and bringing the position to 56,313 shares worth $1.63M. The position accounts for 0.28% of the portfolio, ranked #47.

Abel Hall LLC first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 146 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Abel Hall LLC held 56,313 shares of Dimensional Global Real Estate ETF worth $1.63M as of Q2 2026.
  • Abel Hall LLC bought 3,476 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $99.6K.
  • Dimensional Global Real Estate ETF made up 0.28% of Abel Hall LLC's portfolio in Q2 2026, its #47 holding.
  • Abel Hall LLC first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 146 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.