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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 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

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. 316 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.
316 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.