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 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 $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

D.A. Davidson & Co's DFGR Position: Q1 2026 in Review

D.A. Davidson & Co increased its Dimensional Global Real Estate ETF (DFGR) stake by 2.4% in Q1 2026, buying an estimated $55.8K and bringing the position to 86,244 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #659.

D.A. Davidson & Co first reported a position in DFGR in Q2 2023 and has held it in 12 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

D.A. Davidson & Co held 86,244 shares of Dimensional Global Real Estate ETF worth $2.29M as of Q1 2026.
D.A. Davidson & Co bought 2,037 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $55.8K.
Dimensional Global Real Estate ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #659 holding.
D.A. Davidson & Co first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.