Equitable Holdings’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Equitable Holdings’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	$636K	Buy	21,958 +423	+2%	+$12.1K	﹤0.01%	1195
2026 Q1	$569K	Buy	21,535 +149	+0.7%	+$4.08K	﹤0.01%	1201
2025 Q4	$565K	Buy	21,386 +2,291	+12%	+$61.8K	﹤0.01%	1067
2025 Q3	$521K	Buy	19,095 +826	+5%	+$22.4K	﹤0.01%	1058
2025 Q2	$490K	Buy	18,269 +6,352	+53%	+$167K	﹤0.01%	1010
2025 Q1	$313K	Buy	11,917 +1,687	+16%	+$44K	﹤0.01%	1080
2024 Q4	$261K	Buy	10,230 +1,294	+14%	+$35.5K	﹤0.01%	1099
2024 Q3	$258K	Buy	+8,936	New	+$243K	﹤0.01%	1093

Other funds holding DFGR

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Equitable Holdings's DFGR Position: Q2 2026 in Review

Equitable Holdings increased its Dimensional Global Real Estate ETF (DFGR) stake by 2% in Q2 2026, buying an estimated $12.1K and bringing the position to 21,958 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Equitable Holdings first reported a position in DFGR in Q3 2024 and has held it in 8 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Equitable Holdings held 21,958 shares of Dimensional Global Real Estate ETF worth $636K as of Q2 2026.
Equitable Holdings bought 423 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $12.1K.
Dimensional Global Real Estate ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1195 holding.
Equitable Holdings first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.