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Beacon Pointe Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Beacon Pointe 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
Q1 		$21.6M Sell
813,973
-101,364
-11% -$2.78M 0.11% 176
2025
Q4 		$24.2M Buy
915,337
+241,465
+36% +$6.51M 0.17% 132
2025
Q3 		$18.4M Buy
673,872
+634,759
+1,623% +$17.2M 0.16% 140
2025
Q2 		$1.05M Sell
39,113
-17,475
-31% -$459K 0.01% 662
2025
Q1 		$1.49M Sell
56,588
-120,743
-68% -$3.15M 0.02% 534
2024
Q4 		$4.53M Buy
177,331
+7,188
+4% +$197K 0.05% 306
2024
Q3 		$4.91M Buy
170,143
+14,396
+9% +$392K 0.06% 291
2024
Q2 		$3.89M Buy
155,747
+14,906
+11% +$367K 0.05% 335
2024
Q1 		$3.6M Buy
140,841
+26,152
+23% +$656K 0.04% 368
2023
Q4 		$2.98M Buy
114,689
+5,888
+5% +$138K 0.04% 396
2023
Q3 		$2.44M Buy
108,801
+23,457
+27% +$568K 0.03% 422
2023
Q2 		$2.08M Buy
85,344
+56,874
+200% +$1.39M 0.03% 364
2023
Q1 		$699K Buy
+28,470
New +$719K 0.01% 648

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
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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Beacon Pointe Advisors's DFGR Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 11% in Q1 2026, selling an estimated $2.78M and leaving 813,973 shares worth $21.6M. The position accounts for 0.11% of the portfolio, ranked #176.

Beacon Pointe Advisors first reported a position in DFGR in Q1 2023 and has held it in 13 quarters since. The position peaked at $24.2M in Q4 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Beacon Pointe Advisors held 813,973 shares of Dimensional Global Real Estate ETF worth $21.6M as of Q1 2026.
  • Beacon Pointe Advisors sold 101,364 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $2.78M.
  • Dimensional Global Real Estate ETF made up 0.11% of Beacon Pointe Advisors's portfolio in Q1 2026, its #176 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • Beacon Pointe Advisors's Dimensional Global Real Estate ETF position peaked at $24.2M in Q4 2025.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.