EH
DFGR icon

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
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

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

Equitable Holdings's DFGR Position: Q1 2026 in Review

Equitable Holdings increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.7% in Q1 2026, buying an estimated $4.08K and bringing the position to 21,535 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Equitable Holdings first reported a position in DFGR in Q3 2024 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Equitable Holdings held 21,535 shares of Dimensional Global Real Estate ETF worth $569K as of Q1 2026.
  • Equitable Holdings bought 149 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $4.08K.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1201 holding.
  • Equitable Holdings first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 7 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.