C1AG
DFGR icon

Client 1st Advisory Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Client 1st Advisory Group’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 		$307K Sell
10,583
-1,121
-10% -$32.1K 0.08% 111
2026
Q1 		$311K Sell
11,704
-2,053
-15% -$56.3K 0.09% 101
2025
Q4 		$363K Sell
13,757
-6,355
-32% -$171K 0.11% 90
2025
Q3 		$549K Sell
20,112
-6,263
-24% -$170K 0.18% 66
2025
Q2 		$708K Sell
26,375
-6,756
-20% -$177K 0.26% 50
2025
Q1 		$870K Sell
33,131
-8,186
-20% -$213K 0.34% 44
2024
Q4 		$1.06M Sell
41,317
-11,986
-22% -$329K 0.41% 38
2024
Q3 		$1.54M Sell
53,303
-1,032
-2% -$28.1K 0.61% 24
2024
Q2 		$1.36M Buy
54,335
+1,483
+3% +$36.5K 0.58% 28
2024
Q1 		$1.35M Buy
52,852
+4,325
+9% +$108K 0.61% 26
2023
Q4 		$1.26M Buy
48,527
+16,849
+53% +$395K 0.61% 26
2023
Q3 		$710K Buy
31,678
+21,100
+199% +$511K 0.38% 39
2023
Q2 		$258K Buy
+10,578
New +$258K 0.14% 86

Other funds holding DFGR

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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return