Evanson Asset Management
DFGR icon

Evanson Asset Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Evanson Asset Management’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 		$15M Buy
562,453
+111,599
+25% +$3.06M 0.8% 26
2025
Q4 		$11.9M Buy
450,854
+36,964
+9% +$997K 0.64% 28
2025
Q3 		$11.3M Buy
413,890
+61,445
+17% +$1.66M 0.64% 30
2025
Q2 		$9.46M Buy
352,445
+19,110
+6% +$502K 0.59% 32
2025
Q1 		$8.75M Buy
333,335
+30,027
+10% +$782K 0.62% 30
2024
Q4 		$7.75M Buy
303,308
+41,670
+16% +$1.14M 0.53% 31
2024
Q3 		$7.55M Buy
261,638
+18,566
+8% +$506K 0.53% 32
2024
Q2 		$6.07M Buy
243,072
+36,963
+18% +$910K 0.45% 34
2024
Q1 		$5.26M Buy
206,109
+44,644
+28% +$1.12M 0.39% 36
2023
Q4 		$4.19M Buy
161,465
+58,374
+57% +$1.37M 0.34% 40
2023
Q3 		$2.31M Buy
103,091
+49,785
+93% +$1.2M 0.21% 49
2023
Q2 		$1.3M Buy
53,306
+38,044
+249% +$927K 0.12% 83
2023
Q1 		$375K Buy
+15,262
New +$386K 0.04% 191

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JMG Financial Group
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
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Evanson Asset Management's DFGR Position: Q1 2026 in Review

Evanson Asset Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 25% in Q1 2026, buying an estimated $3.06M and bringing the position to 562,453 shares worth $15M. The position accounts for 0.8% of the portfolio, ranked #26.

Evanson Asset Management first reported a position in DFGR in Q1 2023 and has held it in 13 quarters since. 318 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Evanson Asset Management held 562,453 shares of Dimensional Global Real Estate ETF worth $15M as of Q1 2026.
  • Evanson Asset Management bought 111,599 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $3.06M.
  • Dimensional Global Real Estate ETF made up 0.8% of Evanson Asset Management's portfolio in Q1 2026, its #26 holding.
  • Evanson Asset Management first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • 318 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.