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 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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 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

AssetMark Inc's DFGR Position: Q2 2026 in Review

AssetMark Inc increased its Dimensional Global Real Estate ETF (DFGR) stake by 6% in Q2 2026, buying an estimated $21.7K and bringing the position to 13,438 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

AssetMark Inc first reported a position in DFGR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.84M in Q2 2024. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

AssetMark Inc held 13,438 shares of Dimensional Global Real Estate ETF worth $389K as of Q2 2026.
AssetMark Inc bought 759 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $21.7K.
Dimensional Global Real Estate ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1291 holding.
AssetMark Inc first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
AssetMark Inc's Dimensional Global Real Estate ETF position peaked at $1.84M in Q2 2024.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.