EFN
DFGR icon

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
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

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

Equita Financial Network's DFGR Position: Q2 2026 in Review

Equita Financial Network increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.08% in Q2 2026, buying an estimated $716 and bringing the position to 31,523 shares worth $913K. The position accounts for 0.25% of the portfolio, ranked #44.

Equita Financial Network first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Equita Financial Network held 31,523 shares of Dimensional Global Real Estate ETF worth $913K as of Q2 2026.
  • Equita Financial Network bought 25 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $716.
  • Dimensional Global Real Estate ETF made up 0.25% of Equita Financial Network's portfolio in Q2 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 11 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.