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 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 $7.07B AUM 18.05% 1-Year Est. Return

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 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

Claris Advisors's DFGR Position: Q1 2026 in Review

Claris Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 22% in Q1 2026, buying an estimated $584K and bringing the position to 119,174 shares worth $3.17M. 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 10 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Claris Advisors held 119,174 shares of Dimensional Global Real Estate ETF worth $3.17M as of Q1 2026.
Claris Advisors bought 21,286 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $584K.
Dimensional Global Real Estate ETF made up 0.95% of Claris Advisors's portfolio in Q1 2026, its #22 holding.
Claris Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.