BJB
DFGR icon

Broadhurst Jeffrey B’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Broadhurst Jeffrey B’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
-12,335
Closed -$328K – 31
2026
Q1 		$328K Buy
12,335
+1,139
+10% +$31.2K 0.34% 35
2025
Q4 		$296K Buy
+11,196
New +$302K 0.31% 35

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

Broadhurst Jeffrey B's DFGR Position: Q2 2026 in Review

Broadhurst Jeffrey B sold out of Dimensional Global Real Estate ETF (DFGR) in Q2 2026, closing a stake of 12,335 shares — an estimated $328K sold.

Broadhurst Jeffrey B first reported a position in DFGR in Q4 2025 and held it in 2 quarters. The position peaked at $328K in Q1 2026. 338 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Broadhurst Jeffrey B reported no remaining Dimensional Global Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Broadhurst Jeffrey B sold 12,335 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $328K.
  • Broadhurst Jeffrey B first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and held it in 2 quarters.
  • Broadhurst Jeffrey B's Dimensional Global Real Estate ETF position peaked at $328K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Broadhurst Jeffrey B's 13F filing for Q2 2026, filed 12 Aug 2026.