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

AWM Capital’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	$15.1M	Buy	519,832 +186,795	+56%	+$5.35M	1.21%	18
2026 Q1	$8.85M	Buy	333,037 +13,434	+4%	+$368K	0.8%	20
2025 Q4	$8.44M	Buy	319,603 +5,561	+2%	+$150K	0.77%	21
2025 Q3	$8.58M	Buy	314,042 +57,780	+23%	+$1.56M	0.78%	21
2025 Q2	$6.88M	Buy	256,262 +124,040	+94%	+$3.26M	0.72%	21
2025 Q1	$3.47M	Buy	132,222 +9,461	+8%	+$247K	0.41%	27
2024 Q4	$3.14M	Buy	122,761 +67,446	+122%	+$1.85M	0.38%	27
2024 Q3	$1.6M	Buy	+55,315	New	+$1.51M	0.19%	37

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

AWM Capital's DFGR Position: Q2 2026 in Review

AWM Capital increased its Dimensional Global Real Estate ETF (DFGR) stake by 56% in Q2 2026, buying an estimated $5.35M and bringing the position to 519,832 shares worth $15.1M. The position accounts for 1.21% of the portfolio, ranked #18.

AWM Capital first reported a position in DFGR in Q3 2024 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

AWM Capital held 519,832 shares of Dimensional Global Real Estate ETF worth $15.1M as of Q2 2026.
AWM Capital bought 186,795 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $5.35M.
Dimensional Global Real Estate ETF made up 1.21% of AWM Capital's portfolio in Q2 2026, its #18 holding.
AWM Capital first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.