Column Capital Advisors
DFGR icon

Column Capital Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Column Capital 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
2023
Q3 		$1.52M Buy
67,852
+10,421
+18% +$252K 0.22% 45
2023
Q2 		$1.4M Buy
57,431
+8,913
+18% +$217K 0.2% 47
2023
Q1 		$1.19M Buy
48,518
+8,409
+21% +$212K 0.18% 53
2022
Q4 		$978K Buy
+40,109
New +$989K 0.16% 56

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Private Ocean
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Wescott Financial Advisory Group
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.36B AUM 14.05% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mosaic Family Wealth Partners
Mosaic Family Wealth Partners St. Louis, Missouri $1.53B AUM 18.82% 1-Year Est. Return

Column Capital Advisors's DFGR Position: Q3 2023 in Review

Column Capital Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 18% in Q3 2023, buying an estimated $252K and bringing the position to 67,852 shares worth $1.52M. The position accounts for 0.22% of the portfolio, ranked #45.

Column Capital Advisors first reported a position in DFGR in Q4 2022 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold DFGR as of Q3 2023.

  • Column Capital Advisors held 67,852 shares of Dimensional Global Real Estate ETF worth $1.52M as of Q3 2023.
  • Column Capital Advisors bought 10,421 Dimensional Global Real Estate ETF shares in Q3 2023, an estimated $252K.
  • Dimensional Global Real Estate ETF made up 0.22% of Column Capital Advisors's portfolio in Q3 2023, its #45 holding.
  • Column Capital Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.