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 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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return