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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
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

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

Client 1st Advisory Group's DFGR Position: Q2 2026 in Review

Client 1st Advisory Group reduced its Dimensional Global Real Estate ETF (DFGR) stake by 9.6% in Q2 2026, selling an estimated $32.1K and leaving 10,583 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #111.

Client 1st Advisory Group first reported a position in DFGR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.54M in Q3 2024. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Client 1st Advisory Group held 10,583 shares of Dimensional Global Real Estate ETF worth $307K as of Q2 2026.
  • Client 1st Advisory Group sold 1,121 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $32.1K.
  • Dimensional Global Real Estate ETF made up 0.08% of Client 1st Advisory Group's portfolio in Q2 2026, its #111 holding.
  • Client 1st Advisory Group first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • Client 1st Advisory Group's Dimensional Global Real Estate ETF position peaked at $1.54M in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.