AssetMark Inc’s Dimensional Global Real Estate ETF DFGR Stock Holding History

AssetMark Inc’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	$301K	Sell	11,125 -2,313	-17%	-$67.2K	﹤0.01%	1364
2026 Q2	$389K	Buy	13,438 +759	+6%	+$21.7K	﹤0.01%	1291
2026 Q1	$337K	Sell	12,679 -217	-2%	-$5.95K	﹤0.01%	1232
2025 Q4	$341K	Sell	12,896 -1,076	-8%	-$29K	﹤0.01%	1197
2025 Q3	$382K	Buy	13,972 +322	+2%	+$8.72K	﹤0.01%	1143
2025 Q2	$366K	Sell	13,650 -1,887	-12%	-$49.5K	﹤0.01%	1098
2025 Q1	$408K	Sell	15,537 -255	-2%	-$6.64K	﹤0.01%	1023
2024 Q4	$403K	Sell	15,792 -3,198	-17%	-$87.8K	﹤0.01%	989
2024 Q3	$548K	Sell	18,990 -54,714	-74%	-$1.49M	﹤0.01%	881
2024 Q2	$1.84M	Buy	+73,704	New	+$1.81M	0.01%	637

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return

AssetMark Inc's DFGR Position: Q3 2026 in Review

AssetMark Inc reduced its Dimensional Global Real Estate ETF (DFGR) stake by 17% in Q3 2026, selling an estimated $67.2K and leaving 11,125 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

AssetMark Inc first reported a position in DFGR in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.84M in Q2 2024. 205 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

AssetMark Inc held 11,125 shares of Dimensional Global Real Estate ETF worth $301K as of Q3 2026.
AssetMark Inc sold 2,313 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $67.2K.
Dimensional Global Real Estate ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1364 holding.
AssetMark Inc first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 10 quarters since.
AssetMark Inc's Dimensional Global Real Estate ETF position peaked at $1.84M in Q2 2024.
205 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.