D.A. Davidson & Co
DFGR icon

D.A. Davidson & Co’s Dimensional Global Real Estate ETF DFGR Stock Holding History

D.A. Davidson & Co’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 		$2.33M Sell
85,995
-607
-0.7% -$17.6K 0.01% 687
2026
Q2 		$2.51M Buy
86,602
+358
+0.4% +$10.3K 0.01% 674
2026
Q1 		$2.29M Buy
86,244
+2,037
+2% +$55.8K 0.01% 659
2025
Q4 		$2.22M Buy
84,207
+7,435
+10% +$201K 0.01% 636
2025
Q3 		$2.1M Buy
76,772
+2,215
+3% +$60K 0.01% 630
2025
Q2 		$2M Buy
74,557
+2,775
+4% +$72.8K 0.01% 616
2025
Q1 		$1.88M Buy
71,782
+2,070
+3% +$53.9K 0.02% 582
2024
Q4 		$1.78M Sell
69,712
-564
-0.8% -$15.5K 0.01% 600
2024
Q3 		$2.03M Buy
70,276
+1,984
+3% +$54K 0.02% 543
2024
Q2 		$1.71M Buy
68,292
+6,032
+10% +$148K 0.02% 570
2024
Q1 		$1.59M Buy
62,260
+16,837
+37% +$422K 0.01% 590
2023
Q4 		$1.18M Buy
45,423
+7,811
+21% +$183K 0.01% 657
2023
Q3 		$843K Buy
37,612
+4,850
+15% +$117K 0.01% 730
2023
Q2 		$799K Buy
+32,762
New +$798K 0.01% 762

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Creative Capital Management Investments
Creative Capital Management Investments San Diego, California $444M AUM 12.2% 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
Verisail Partners
Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

D.A. Davidson & Co's DFGR Position: Q3 2026 in Review

D.A. Davidson & Co reduced its Dimensional Global Real Estate ETF (DFGR) stake by 0.7% in Q3 2026, selling an estimated $17.6K and leaving 85,995 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #687.

D.A. Davidson & Co first reported a position in DFGR in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.51M in Q2 2026. 145 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • D.A. Davidson & Co held 85,995 shares of Dimensional Global Real Estate ETF worth $2.33M as of Q3 2026.
  • D.A. Davidson & Co sold 607 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $17.6K.
  • Dimensional Global Real Estate ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #687 holding.
  • D.A. Davidson & Co first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 14 quarters since.
  • D.A. Davidson & Co's Dimensional Global Real Estate ETF position peaked at $2.51M in Q2 2026.
  • 145 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.