CAPTRUST Financial Advisors
DFGR icon

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
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 $7.07B 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