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
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 $7.07B AUM 18.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
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
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return