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 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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return