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Aptus Capital Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Aptus Capital Advisors’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 		$3.71K Hold
128
– – ﹤0.01% 1688
2026
Q1 		$3.4K Buy
128
+32
+33% +$877 ﹤0.01% 1593
2025
Q4 		$2.54K Hold
96
– – ﹤0.01% 1600
2025
Q3 		$2.62K Hold
96
– – ﹤0.01% 1525
2025
Q2 		$2.58K Hold
96
– – ﹤0.01% 1466
2025
Q1 		$2.52K Hold
96
– – ﹤0.01% 1373
2024
Q4 		$2.45K Sell
96
-521
-84% -$14.3K ﹤0.01% 1369
2024
Q3 		$17.8K Buy
617
+570
+1,213% +$15.5K ﹤0.01% 1050
2024
Q2 		$1.18K Hold
47
– – ﹤0.01% 1133
2024
Q1 		$1.2K Buy
+47
New +$1.18K ﹤0.01% 1151

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

Aptus Capital Advisors's DFGR Position: Q2 2026 in Review

Aptus Capital Advisors held its Dimensional Global Real Estate ETF (DFGR) position steady in Q2 2026 at 128 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Aptus Capital Advisors first reported a position in DFGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.8K in Q3 2024. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Aptus Capital Advisors held 128 shares of Dimensional Global Real Estate ETF worth $3.71K as of Q2 2026.
  • Aptus Capital Advisors left its Dimensional Global Real Estate ETF share count unchanged in Q2 2026.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1688 holding.
  • Aptus Capital Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
  • Aptus Capital Advisors's Dimensional Global Real Estate ETF position peaked at $17.8K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.