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AlTi Global’s Dimensional Global Real Estate ETF DFGR Stock Holding History

AlTi Global’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 		$5.2M Hold
179,651
– – 0.11% 105
2026
Q1 		$4.78M Hold
179,651
– – 0.1% 96
2025
Q4 		$4.75M Hold
179,651
– – 0.1% 100
2025
Q3 		$4.91M Hold
179,651
– – 0.12% 106
2025
Q2 		$4.82M Buy
+179,651
New +$4.72M 0.12% 107

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

AlTi Global's DFGR Position: Q2 2026 in Review

AlTi Global held its Dimensional Global Real Estate ETF (DFGR) position steady in Q2 2026 at 179,651 shares worth $5.2M. The position accounts for 0.11% of the portfolio, ranked #105.

AlTi Global first reported a position in DFGR in Q2 2025 and has held it in 5 quarters since. 222 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • AlTi Global held 179,651 shares of Dimensional Global Real Estate ETF worth $5.2M as of Q2 2026.
  • AlTi Global left its Dimensional Global Real Estate ETF share count unchanged in Q2 2026.
  • Dimensional Global Real Estate ETF made up 0.11% of AlTi Global's portfolio in Q2 2026, its #105 holding.
  • AlTi Global first reported a position in Dimensional Global Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • 222 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.