CAPTRUST Financial Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

CAPTRUST Financial 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 Q2	$1.21M	Sell	41,852 -3,418	-8%	-$97.9K	﹤0.01%	1636
2026 Q1	$1.2M	Sell	45,270 -4,177	-8%	-$115K	﹤0.01%	1504
2025 Q4	$1.31M	Sell	49,447 -6,130	-11%	-$165K	﹤0.01%	1340
2025 Q3	$1.52M	Sell	55,577 -6,762	-11%	-$183K	﹤0.01%	1183
2025 Q2	$1.67M	Sell	62,339 -16,806	-21%	-$441K	﹤0.01%	1063
2025 Q1	$2.08M	Sell	79,145 -24,255	-23%	-$632K	0.01%	892
2024 Q4	$2.64M	Buy	103,400 +13,471	+15%	+$370K	0.01%	770
2024 Q3	$2.6M	Buy	89,929 +8,402	+10%	+$229K	0.01%	754
2024 Q2	$2.04M	Buy	81,527 +4,669	+6%	+$115K	0.01%	811
2024 Q1	$1.96M	Buy	+76,858	New	+$1.93M	0.01%	809

Other funds holding DFGR

FFM

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

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 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

CAPTRUST Financial Advisors's DFGR Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 7.6% in Q2 2026, selling an estimated $97.9K and leaving 41,852 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

CAPTRUST Financial Advisors first reported a position in DFGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.64M in Q4 2024. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

CAPTRUST Financial Advisors held 41,852 shares of Dimensional Global Real Estate ETF worth $1.21M as of Q2 2026.
CAPTRUST Financial Advisors sold 3,418 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $97.9K.
Dimensional Global Real Estate ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1636 holding.
CAPTRUST Financial Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
CAPTRUST Financial Advisors's Dimensional Global Real Estate ETF position peaked at $2.64M in Q4 2024.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.