Equita Financial Network’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Equita Financial Network’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 Q3	$909K	Buy	33,601 +2,078	+7%	+$60.4K	0.26%	44
2026 Q2	$913K	Buy	31,523 +25	+0.1%	+$716	0.25%	44
2026 Q1	$837K	Buy	31,498 +41	+0.1%	+$1.12K	0.26%	45
2025 Q4	$831K	Buy	31,457 +1,880	+6%	+$50.7K	0.25%	50
2025 Q3	$808K	Sell	29,577 -569	-2%	-$15.4K	0.27%	46
2025 Q2	$809K	Buy	30,146 +3,773	+14%	+$99K	0.32%	38
2025 Q1	$693K	Sell	26,373 -339	-1%	-$8.83K	0.24%	53
2024 Q4	$682K	Buy	26,712 +339	+1%	+$9.3K	0.25%	49
2024 Q3	$761K	Sell	26,373 -10	-0%	-$272	0.28%	45
2024 Q2	$659K	Buy	26,383 +1	+0%	+$25	0.28%	48
2024 Q1	$674K	Hold	26,382	–	–	0.3%	45
2023 Q4	$685K	Buy	+26,382	New	+$619K	0.37%	41

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Equita Financial Network's DFGR Position: Q3 2026 in Review

Equita Financial Network increased its Dimensional Global Real Estate ETF (DFGR) stake by 6.6% in Q3 2026, buying an estimated $60.4K and bringing the position to 33,601 shares worth $909K. The position accounts for 0.26% of the portfolio, ranked #44.

Equita Financial Network first reported a position in DFGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $913K in Q2 2026. 225 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Equita Financial Network held 33,601 shares of Dimensional Global Real Estate ETF worth $909K as of Q3 2026.
Equita Financial Network bought 2,078 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $60.4K.
Dimensional Global Real Estate ETF made up 0.26% of Equita Financial Network's portfolio in Q3 2026, its #44 holding.
Equita Financial Network first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
Equita Financial Network's Dimensional Global Real Estate ETF position peaked at $913K in Q2 2026.
225 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.