Bay Harbor Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Bay Harbor Wealth Management’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	$1.21M	Buy	41,878 +2,301	+6%	+$65.9K	0.28%	40
2026 Q1	$1.05M	Buy	39,577 +5,639	+17%	+$155K	0.27%	37
2025 Q4	$897K	Buy	33,938 +2,579	+8%	+$69.6K	0.23%	39
2025 Q3	$856K	Buy	31,359 +3,023	+11%	+$81.8K	0.23%	38
2025 Q2	$760K	Buy	28,336 +1,451	+5%	+$38.1K	0.22%	39
2025 Q1	$706K	Buy	26,885 +1,959	+8%	+$51K	0.22%	38
2024 Q4	$637K	Buy	24,926 +3,488	+16%	+$95.7K	0.21%	36
2024 Q3	$619K	Buy	21,438 +3,290	+18%	+$89.6K	0.2%	35
2024 Q2	$454K	Buy	18,148 +4,636	+34%	+$114K	0.16%	39
2024 Q1	$345K	Buy	13,512 +2,179	+19%	+$54.6K	0.12%	41
2023 Q4	$294K	Buy	+11,333	New	+$266K	0.11%	42

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

Bay Harbor Wealth Management's DFGR Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.8% in Q2 2026, buying an estimated $65.9K and bringing the position to 41,878 shares worth $1.21M. The position accounts for 0.28% of the portfolio, ranked #40.

Bay Harbor Wealth Management first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Bay Harbor Wealth Management held 41,878 shares of Dimensional Global Real Estate ETF worth $1.21M as of Q2 2026.
Bay Harbor Wealth Management bought 2,301 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $65.9K.
Dimensional Global Real Estate ETF made up 0.28% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #40 holding.
Bay Harbor Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.