Brown Advisory
DFGR icon

Brown Advisory’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Brown Advisory’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 		– Sell
-10,439
Closed -$276K – 1406
2025
Q4 		$276K Hold
10,439
– – ﹤0.01% 1236
2025
Q3 		$285K Hold
10,439
– – ﹤0.01% 1222
2025
Q2 		$280K Hold
10,439
– – ﹤0.01% 1187
2025
Q1 		$274K Buy
+10,439
New +$272K ﹤0.01% 1165

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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Brown Advisory's DFGR Position: Q1 2026 in Review

Brown Advisory sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2026, closing a stake of 10,439 shares — an estimated $276K sold.

Brown Advisory first reported a position in DFGR in Q1 2025 and held it in 4 quarters. The position peaked at $285K in Q3 2025. 317 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Brown Advisory reported no remaining Dimensional Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Brown Advisory sold 10,439 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $276K.
  • Brown Advisory first reported a position in Dimensional Global Real Estate ETF in Q1 2025 and held it in 4 quarters.
  • Brown Advisory's Dimensional Global Real Estate ETF position peaked at $285K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.