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 Q2	$6.51M	Buy	224,553 +9,131	+4%	+$262K	0.3%	76
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 $7.79B AUM 20.38% 1-Year Est. Return

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 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

Advisornet Financial's DFGR Position: Q2 2026 in Review

Advisornet Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.2% in Q2 2026, buying an estimated $262K and bringing the position to 224,553 shares worth $6.51M. The position accounts for 0.3% of the portfolio, ranked #76.

Advisornet Financial first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Advisornet Financial held 224,553 shares of Dimensional Global Real Estate ETF worth $6.51M as of Q2 2026.
Advisornet Financial bought 9,131 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $262K.
Dimensional Global Real Estate ETF made up 0.3% of Advisornet Financial's portfolio in Q2 2026, its #76 holding.
Advisornet Financial first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.