Commonwealth Equity Services’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Commonwealth Equity Services’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	$13.2M	Buy	457,141 +18,098	+4%	+$518K	0.02%	799
2026 Q1	$11.7M	Buy	439,043 +20,285	+5%	+$556K	0.02%	812
2025 Q4	$11.1M	Buy	418,758 +32,144	+8%	+$867K	0.01%	846
2025 Q3	$10.6M	Buy	386,614 +24,986	+7%	+$677K	0.01%	894
2025 Q2	$9.7M	Buy	361,628 +6,417	+2%	+$168K	0.01%	928
2025 Q1	$9.33M	Buy	355,211 +17,743	+5%	+$462K	0.01%	905
2024 Q4	$8.62M	Buy	337,468 +10,387	+3%	+$285K	0.01%	901
2024 Q3	$9.44M	Buy	327,081 +960	+0.3%	+$26.2K	0.01%	855
2024 Q2	$8.15M	Buy	326,121 +869	+0.3%	+$21.4K	0.01%	903
2024 Q1	$8.3M	Buy	325,252 +12,687	+4%	+$318K	0.01%	883
2023 Q4	$8.12M	Buy	312,565 +17,449	+6%	+$409K	0.01%	839
2023 Q3	$6.61M	Buy	295,116 +51,496	+21%	+$1.25M	0.01%	872
2023 Q2	$5.94M	Buy	243,620 +56,610	+30%	+$1.38M	0.01%	940
2023 Q1	$4.59K	Buy	187,010 +70,256	+60%	+$1.78M	0.01%	1044
2022 Q4	$2.85M	Buy	+116,754	New	+$2.88M	0.01%	1265

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CCMI

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Commonwealth Equity Services's DFGR Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.1% in Q2 2026, buying an estimated $518K and bringing the position to 457,141 shares worth $13.2M. The position accounts for 0.02% of the portfolio, ranked #799.

Commonwealth Equity Services first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. 157 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Commonwealth Equity Services held 457,141 shares of Dimensional Global Real Estate ETF worth $13.2M as of Q2 2026.
Commonwealth Equity Services bought 18,098 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $518K.
Dimensional Global Real Estate ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #799 holding.
Commonwealth Equity Services first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
157 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.