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Blue Trust Inc’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Blue Trust Inc’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 		– Sell
-34,362
Closed -$913K – 2499
2026
Q1 		$913K Buy
34,362
+655
+2% +$18K 0.01% 310
2025
Q4 		$891K Sell
33,707
-3,756
-10% -$101K 0.01% 313
2025
Q3 		$1.02M Buy
37,463
+448
+1% +$12.1K 0.01% 291
2025
Q2 		$993K Buy
37,015
+1,831
+5% +$48.1K 0.01% 275
2025
Q1 		$924K Buy
35,184
+2,555
+8% +$66.6K 0.01% 258
2024
Q4 		$833K Buy
32,629
+15,309
+88% +$420K 0.01% 263
2024
Q3 		$433K Buy
17,320
+1,566
+10% +$42.7K 0.01% 526
2024
Q2 		$402K Hold
15,754
– – 0.01% 458
2024
Q1 		$402K Buy
15,754
+8,527
+118% +$214K 0.01% 315
2023
Q4 		$162K Buy
7,227
+2,926
+68% +$68.6K ﹤0.01% 514
2023
Q3 		$105K Buy
4,301
+212
+5% +$5.13K ﹤0.01% 603
2023
Q2 		$100K Buy
+4,089
New +$99.6K ﹤0.01% 504

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
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
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

Blue Trust Inc's DFGR Position: Q2 2026 in Review

Blue Trust Inc sold out of Dimensional Global Real Estate ETF (DFGR) in Q2 2026, closing a stake of 34,362 shares — an estimated $913K sold.

Blue Trust Inc first reported a position in DFGR in Q2 2023 and held it in 12 quarters. The position peaked at $1.02M in Q3 2025. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Blue Trust Inc reported no remaining Dimensional Global Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 34,362 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $913K.
  • Blue Trust Inc first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and held it in 12 quarters.
  • Blue Trust Inc's Dimensional Global Real Estate ETF position peaked at $1.02M in Q3 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.