C1AG
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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
Q3 		$231K Sell
8,554
-2,029
-19% -$59K 0.06% 132
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Client 1st Advisory Group's DFGR Position: Q3 2026 in Review

Client 1st Advisory Group reduced its Dimensional Global Real Estate ETF (DFGR) stake by 19% in Q3 2026, selling an estimated $59K and leaving 8,554 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #132.

Client 1st Advisory Group first reported a position in DFGR in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.54M in Q3 2024. 73 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Client 1st Advisory Group held 8,554 shares of Dimensional Global Real Estate ETF worth $231K as of Q3 2026.
  • Client 1st Advisory Group sold 2,029 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $59K.
  • Dimensional Global Real Estate ETF made up 0.06% of Client 1st Advisory Group's portfolio in Q3 2026, its #132 holding.
  • Client 1st Advisory Group first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 14 quarters since.
  • Client 1st Advisory Group's Dimensional Global Real Estate ETF position peaked at $1.54M in Q3 2024.
  • 73 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.