AFA
DFGR icon

Avant Financial Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Avant Financial 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 		$2.5M Buy
86,174
+1,097
+1% +$31.4K 1.55% 21
2026
Q1 		$2.26M Buy
85,077
+1,224
+1% +$33.6K 1.59% 22
2025
Q4 		$2.22M Buy
83,853
+299
+0.4% +$8.06K 1.59% 21
2025
Q3 		$2.28M Buy
83,554
+5,393
+7% +$146K 1.72% 20
2025
Q2 		$2.1M Buy
78,161
+6,205
+9% +$163K 1.73% 19
2025
Q1 		$1.89M Buy
71,956
+5,593
+8% +$146K 1.71% 20
2024
Q4 		$1.69M Buy
+66,363
New +$1.82M 1.56% 20

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 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
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Avant Financial Advisors's DFGR Position: Q2 2026 in Review

Avant Financial Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.3% in Q2 2026, buying an estimated $31.4K and bringing the position to 86,174 shares worth $2.5M. The position accounts for 1.55% of the portfolio, ranked #21.

Avant Financial Advisors first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Avant Financial Advisors held 86,174 shares of Dimensional Global Real Estate ETF worth $2.5M as of Q2 2026.
  • Avant Financial Advisors bought 1,097 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $31.4K.
  • Dimensional Global Real Estate ETF made up 1.55% of Avant Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Avant Financial Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 120 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.