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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 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. 341 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.
341 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.