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DFGR icon

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

Claris 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 		$3.63M Buy
125,318
+6,144
+5% +$176K 0.95% 22
2026
Q1 		$3.17M Buy
119,174
+21,286
+22% +$584K 0.95% 22
2025
Q4 		$2.59M Buy
97,888
+22,520
+30% +$607K 0.79% 23
2025
Q3 		$2.02M Hold
75,368
– – 0.7% 24
2025
Q2 		$2.02M Buy
75,368
+11,150
+17% +$293K 0.7% 24
2025
Q1 		$1.69M Buy
64,218
+21,344
+50% +$556K 0.63% 26
2024
Q4 		$1.09M Buy
42,874
+11,597
+37% +$318K 0.41% 26
2024
Q3 		$903K Buy
31,277
+6,130
+24% +$167K 0.39% 28
2024
Q2 		$628K Buy
25,147
+3,228
+15% +$79.4K 0.32% 29
2024
Q1 		$560K Buy
21,919
+4,229
+24% +$106K 0.28% 30
2023
Q4 		$460K Buy
+17,690
New +$415K 0.25% 28

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

Claris Advisors's DFGR Position: Q2 2026 in Review

Claris Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.2% in Q2 2026, buying an estimated $176K and bringing the position to 125,318 shares worth $3.63M. The position accounts for 0.95% of the portfolio, ranked #22.

Claris Advisors first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Claris Advisors held 125,318 shares of Dimensional Global Real Estate ETF worth $3.63M as of Q2 2026.
  • Claris Advisors bought 6,144 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $176K.
  • Dimensional Global Real Estate ETF made up 0.95% of Claris Advisors's portfolio in Q2 2026, its #22 holding.
  • Claris Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.