D.E. Shaw & Co

D.E. Shaw & Co’s Dimensional Global Real Estate ETF DFGR Stock Holding History

D.E. Shaw & 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	$1.26M	Buy	47,552 +20,584	+76%	+$564K	﹤0.01%	3269
2025 Q4	$712K	Buy	26,968 +12,641	+88%	+$341K	﹤0.01%	3742
2025 Q3	$391K	Buy	14,327 +2,468	+21%	+$66.8K	﹤0.01%	3981
2025 Q2	$318K	Sell	11,859 -3,200	-21%	-$84K	﹤0.01%	3842
2025 Q1	$395K	Buy	15,059 +2,855	+23%	+$74.4K	﹤0.01%	3622
2024 Q4	$312K	Buy	12,204 +5,071	+71%	+$139K	﹤0.01%	3867
2024 Q3	$206K	Sell	7,133 -80,771	-92%	-$2.2M	﹤0.01%	4144
2024 Q2	$2.2M	Buy	87,904 +69,873	+388%	+$1.72M	﹤0.01%	2577
2024 Q1	$460K	Buy	+18,031	New	+$452K	﹤0.01%	3525

Other funds holding DFGR

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

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

Focus Partners Wealth

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

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

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

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

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