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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
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

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

D.A. Davidson & Co's DFGR Position: Q2 2026 in Review

D.A. Davidson & Co increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.42% in Q2 2026, buying an estimated $10.3K and bringing the position to 86,602 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #674.

D.A. Davidson & Co first reported a position in DFGR in Q2 2023 and has held it in 13 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • D.A. Davidson & Co held 86,602 shares of Dimensional Global Real Estate ETF worth $2.51M as of Q2 2026.
  • D.A. Davidson & Co bought 358 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $10.3K.
  • Dimensional Global Real Estate ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #674 holding.
  • D.A. Davidson & Co first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.