Allworth Financial
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
Q3 		$13.6M Buy
470,326
+41,877
+10% +$1.22M 0.05% 222
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Allworth Financial's DFGR Position: Q3 2026 in Review

Allworth Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 9.8% in Q3 2026, buying an estimated $1.22M and bringing the position to 470,326 shares worth $13.6M. The position accounts for 0.05% of the portfolio, ranked #222.

Allworth Financial first reported a position in DFGR in Q4 2023 and has held it in 12 quarters since. 287 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Allworth Financial held 470,326 shares of Dimensional Global Real Estate ETF worth $13.6M as of Q3 2026.
  • Allworth Financial bought 41,877 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $1.22M.
  • Dimensional Global Real Estate ETF made up 0.05% of Allworth Financial's portfolio in Q3 2026, its #222 holding.
  • Allworth Financial first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
  • 287 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.