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Colonial Trust’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Colonial Trust’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 		$31.6K Sell
1,091
-58
-5% -$1.66K ﹤0.01% 598
2026
Q1 		$30.5K Buy
1,149
+197
+21% +$5.4K ﹤0.01% 604
2025
Q4 		$25.2K Sell
952
-41
-4% -$1.11K ﹤0.01% 651
2025
Q3 		$27.1K Sell
993
-45
-4% -$1.22K ﹤0.01% 630
2025
Q2 		$27.9K Sell
1,038
-114
-10% -$2.99K ﹤0.01% 627
2025
Q1 		$30.3K Buy
1,152
+38
+3% +$990 ﹤0.01% 617
2024
Q4 		$28.5K Hold
1,114
– – ﹤0.01% 709
2024
Q3 		$32.1K Sell
1,114
-528
-32% -$14.4K 0.01% 630
2024
Q2 		$41K Buy
1,642
+553
+51% +$13.6K 0.01% 545
2024
Q1 		$27.8K Sell
1,089
-24
-2% -$602 0.01% 604
2023
Q4 		$28.9K Buy
1,113
+83
+8% +$1.95K 0.01% 582
2023
Q3 		$23.1K Hold
1,030
– – 0.01% 589
2023
Q2 		$25.1K Hold
1,030
– – 0.01% 565
2023
Q1 		$25.3K Buy
1,030
+339
+49% +$8.56K 0.01% 551
2022
Q4 		$16.9K Buy
+691
New +$17K ﹤0.01% 597

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

Colonial Trust's DFGR Position: Q2 2026 in Review

Colonial Trust reduced its Dimensional Global Real Estate ETF (DFGR) stake by 5% in Q2 2026, selling an estimated $1.66K and leaving 1,091 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Colonial Trust first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $41K in Q2 2024. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Colonial Trust held 1,091 shares of Dimensional Global Real Estate ETF worth $31.6K as of Q2 2026.
  • Colonial Trust sold 58 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $1.66K.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #598 holding.
  • Colonial Trust first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust's Dimensional Global Real Estate ETF position peaked at $41K in Q2 2024.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.