AF
DFGR icon

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

Advisornet Financial’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
Q1 		$5.73M Buy
215,422
+12,179
+6% +$334K 0.3% 78
2025
Q4 		$5.37M Buy
203,243
+7,112
+4% +$192K 0.29% 79
2025
Q3 		$5.36M Buy
196,131
+6,436
+3% +$174K 0.3% 63
2025
Q2 		$5.09M Buy
189,695
+5,136
+3% +$135K 0.33% 59
2025
Q1 		$4.85M Buy
184,559
+9,964
+6% +$260K 0.36% 59
2024
Q4 		$4.46M Buy
174,595
+7,611
+5% +$209K 0.37% 61
2024
Q3 		$4.82M Buy
166,984
+2,520
+2% +$68.6K 0.36% 64
2024
Q2 		$4.11M Buy
164,464
+4,751
+3% +$117K 0.37% 64
2024
Q1 		$4.08M Buy
159,713
+57,315
+56% +$1.44M 0.39% 56
2023
Q4 		$2.66M Buy
102,398
+8,063
+9% +$189K 0.25% 103
2023
Q3 		$2.11M Buy
94,335
+34
+0% +$823 0.19% 115
2023
Q2 		$2.3M Buy
94,301
+9,152
+11% +$223K 0.2% 121
2023
Q1 		$2.09M Buy
+85,149
New +$2.15M 0.19% 129

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Advisornet Financial's DFGR Position: Q1 2026 in Review

Advisornet Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 6% in Q1 2026, buying an estimated $334K and bringing the position to 215,422 shares worth $5.73M. The position accounts for 0.3% of the portfolio, ranked #78.

Advisornet Financial first reported a position in DFGR in Q1 2023 and has held it in 13 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Advisornet Financial held 215,422 shares of Dimensional Global Real Estate ETF worth $5.73M as of Q1 2026.
  • Advisornet Financial bought 12,179 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $334K.
  • Dimensional Global Real Estate ETF made up 0.3% of Advisornet Financial's portfolio in Q1 2026, its #78 holding.
  • Advisornet Financial first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.