Barrett & Company’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Barrett & Company’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	$8.08K	Buy	+279	New	+$7.99K	﹤0.01%	507

Other funds holding DFGR

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

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Barrett & Company's DFGR Position: Q2 2026 in Review

Barrett & Company opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q2 2026: 279 shares worth $8.08K. The stake represents ﹤0.01% of the portfolio and ranks #507 among its holdings.

339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Barrett & Company held 279 shares of Dimensional Global Real Estate ETF worth $8.08K as of Q2 2026.
Dimensional Global Real Estate ETF was a new Barrett & Company position in Q2 2026.
Dimensional Global Real Estate ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #507 holding.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.