AAP
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Arax Advisory Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Arax Advisory Partners’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 		$7.02M Sell
242,418
-14,479
-6% -$415K 0.05% 387
2026
Q1 		$6.83M Sell
256,897
-490,180
-66% -$13.4M 0.19% 110
2025
Q4 		$19.7M Buy
+747,077
New +$20.1M 0.57% 44
2025
Q3 		– Sell
-656,264
Closed -$17.6M – 3738
2025
Q2 		$17.6M Buy
656,264
+9,881
+2% +$259K 0.81% 38
2025
Q1 		$17M Buy
646,383
+44,125
+7% +$1.15M 1.09% 29
2024
Q4 		$15.4M Buy
602,258
+20,252
+3% +$556K 0.97% 33
2024
Q3 		$16.8M Sell
582,006
-10,258
-2% -$279K 1.5% 27
2024
Q2 		$14.8M Buy
592,264
+4,031
+0.7% +$99.2K 1.44% 24
2024
Q1 		$15M Buy
588,233
+12,294
+2% +$308K 1.58% 23
2023
Q4 		$15M Buy
575,939
+20,713
+4% +$486K 1.67% 22
2023
Q3 		$12.4M Buy
555,226
+510,046
+1,129% +$12.3M 1.55% 23
2023
Q2 		$1.1M Buy
45,180
+23,083
+104% +$562K 0.14% 76
2023
Q1 		$542K Buy
+22,097
New +$558K 0.07% 109

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

Arax Advisory Partners's DFGR Position: Q2 2026 in Review

Arax Advisory Partners reduced its Dimensional Global Real Estate ETF (DFGR) stake by 5.6% in Q2 2026, selling an estimated $415K and leaving 242,418 shares worth $7.02M. The position accounts for 0.05% of the portfolio, ranked #387.

Arax Advisory Partners first reported a position in DFGR in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.7M in Q4 2025. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Arax Advisory Partners held 242,418 shares of Dimensional Global Real Estate ETF worth $7.02M as of Q2 2026.
  • Arax Advisory Partners sold 14,479 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $415K.
  • Dimensional Global Real Estate ETF made up 0.05% of Arax Advisory Partners's portfolio in Q2 2026, its #387 holding.
  • Arax Advisory Partners first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • Arax Advisory Partners's Dimensional Global Real Estate ETF position peaked at $19.7M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.