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EP Wealth Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

EP Wealth Advisors’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 		$4.6M Sell
158,716
-10,847
-6% -$311K 0.02% 397
2026
Q1 		$4.51M Sell
169,563
-38,329
-18% -$1.05M 0.02% 333
2025
Q4 		$5.49M Buy
+207,892
New +$5.61M 0.03% 267

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

EP Wealth Advisors's DFGR Position: Q2 2026 in Review

EP Wealth Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 6.4% in Q2 2026, selling an estimated $311K and leaving 158,716 shares worth $4.6M. The position accounts for 0.02% of the portfolio, ranked #397.

EP Wealth Advisors first reported a position in DFGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.49M in Q4 2025. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • EP Wealth Advisors held 158,716 shares of Dimensional Global Real Estate ETF worth $4.6M as of Q2 2026.
  • EP Wealth Advisors sold 10,847 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $311K.
  • Dimensional Global Real Estate ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #397 holding.
  • EP Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Dimensional Global Real Estate ETF position peaked at $5.49M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.