Balanced Rock Investment Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Balanced Rock Investment 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	$5.08M	Sell	175,340 -429	-0.2%	-$12.3K	3.17%	8
2026 Q1	$4.67M	Buy	175,769 +4,574	+3%	+$125K	3.28%	8
2025 Q4	$4.52M	Buy	171,195 +14,203	+9%	+$383K	3.21%	8
2025 Q3	$4.29M	Buy	156,992 +11,879	+8%	+$322K	3.13%	8
2025 Q2	$3.89M	Buy	145,113 +51,662	+55%	+$1.36M	3.06%	8
2025 Q1	$2.45M	Buy	93,451 +4,615	+5%	+$120K	1.96%	17
2024 Q4	$2.27M	Buy	+88,836	New	+$2.44M	1.8%	18

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

Balanced Rock Investment Advisors's DFGR Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 0.24% in Q2 2026, selling an estimated $12.3K and leaving 175,340 shares worth $5.08M. The position accounts for 3.17% of the portfolio, ranked #8.

Balanced Rock Investment Advisors first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Balanced Rock Investment Advisors held 175,340 shares of Dimensional Global Real Estate ETF worth $5.08M as of Q2 2026.
Balanced Rock Investment Advisors sold 429 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $12.3K.
Dimensional Global Real Estate ETF made up 3.17% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #8 holding.
Balanced Rock Investment Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.