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DFGR icon

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

Allworth 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 		$12.4M Buy
428,449
+89,709
+26% +$2.57M 0.05% 207
2026
Q1 		$9M Buy
338,740
+149,950
+79% +$4.11M 0.04% 264
2025
Q4 		$4.99M Buy
188,790
+96,484
+105% +$2.6M 0.02% 358
2025
Q3 		$2.52M Buy
92,306
+78,355
+562% +$2.12M 0.01% 463
2025
Q2 		$374K Sell
13,951
-1,982
-12% -$52K ﹤0.01% 930
2025
Q1 		$412K Sell
15,933
-2,545
-14% -$66.3K ﹤0.01% 733
2024
Q4 		$474K Buy
18,478
+4,078
+28% +$112K ﹤0.01% 704
2024
Q3 		$416K Sell
14,400
-83
-0.6% -$2.26K ﹤0.01% 628
2024
Q2 		$381K Buy
14,483
+2,292
+19% +$56.4K ﹤0.01% 635
2024
Q1 		$311K Buy
12,191
+5,266
+76% +$132K ﹤0.01% 659
2023
Q4 		$180K Buy
+6,925
New +$162K ﹤0.01% 756

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

Allworth Financial's DFGR Position: Q2 2026 in Review

Allworth Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 26% in Q2 2026, buying an estimated $2.57M and bringing the position to 428,449 shares worth $12.4M. The position accounts for 0.05% of the portfolio, ranked #207.

Allworth Financial first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Allworth Financial held 428,449 shares of Dimensional Global Real Estate ETF worth $12.4M as of Q2 2026.
  • Allworth Financial bought 89,709 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $2.57M.
  • Dimensional Global Real Estate ETF made up 0.05% of Allworth Financial's portfolio in Q2 2026, its #207 holding.
  • Allworth Financial first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.