Envestnet Asset Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Envestnet Asset Management’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	$18.3M	Buy	631,263 +294,566	+87%	+$8.44M	﹤0.01%	1511
2026 Q1	$8.95M	Buy	336,697 +65,995	+24%	+$1.81M	﹤0.01%	1899
2025 Q4	$7.15M	Buy	270,702 +20,968	+8%	+$566K	﹤0.01%	1936
2025 Q3	$6.82M	Buy	249,734 +26,969	+12%	+$730K	﹤0.01%	2021
2025 Q2	$5.98M	Buy	222,765 +10,154	+5%	+$267K	﹤0.01%	2075
2025 Q1	$5.58M	Buy	212,611 +17,184	+9%	+$448K	﹤0.01%	2042
2024 Q4	$4.99M	Buy	195,427 +16,870	+9%	+$463K	﹤0.01%	2098
2024 Q3	$5.15M	Buy	178,557 +55,589	+45%	+$1.51M	﹤0.01%	2087
2024 Q2	$3.07M	Sell	122,968 -141,976	-54%	-$3.49M	﹤0.01%	2348
2024 Q1	$6.76M	Buy	264,944 +90,016	+51%	+$2.26M	﹤0.01%	1774
2023 Q4	$4.54M	Buy	174,928 +5,346	+3%	+$125K	﹤0.01%	1967
2023 Q3	$3.8M	Buy	169,582 +3,028	+2%	+$73.3K	﹤0.01%	1982
2023 Q2	$4.06M	Buy	166,554 +20,534	+14%	+$500K	﹤0.01%	1831
2023 Q1	$3.58M	Buy	146,020 +23,242	+19%	+$587K	﹤0.01%	1832
2022 Q4	$3M	Buy	+122,778	New	+$3.03M	﹤0.01%	1904

Other funds holding DFGR

FFM

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

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 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

Envestnet Asset Management's DFGR Position: Q2 2026 in Review

Envestnet Asset Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 87% in Q2 2026, buying an estimated $8.44M and bringing the position to 631,263 shares worth $18.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Envestnet Asset Management first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Envestnet Asset Management held 631,263 shares of Dimensional Global Real Estate ETF worth $18.3M as of Q2 2026.
Envestnet Asset Management bought 294,566 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $8.44M.
Dimensional Global Real Estate ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1511 holding.
Envestnet Asset Management first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.