Bank of America
DFGR icon

Bank of America’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Bank of America’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
2025
Q3 		– Sell
-12,708
Closed -$341K – 8379
2025
Q2 		$341K Buy
+12,708
New +$334K ﹤0.01% 5925
2024
Q3 		– Sell
-843
Closed -$21.1K – 8215
2024
Q2 		$21.1K Buy
+843
New +$20.7K ﹤0.01% 6730
2024
Q1 		– Sell
-974
Closed -$25.3K – 7822
2023
Q4 		$25.3K Buy
+974
New +$22.8K ﹤0.01% 6743
2023
Q3 		– Sell
-750
Closed -$18.3K – 7799
2023
Q2 		$18.3K Buy
+750
New +$18.3K ﹤0.01% 6732

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return