EverSource Wealth Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

EverSource Wealth Advisors’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	$3.53M	Sell	121,683 -41,404	-25%	-$1.19M	0.12%	153
2026 Q1	$4.33M	Sell	163,087 -23,867	-13%	-$654K	0.13%	131
2025 Q4	$4.94M	Sell	186,954 -17,692	-9%	-$477K	0.18%	103
2025 Q3	$5.59M	Buy	204,646 +14,124	+7%	+$382K	0.22%	93
2025 Q2	$5.11M	Sell	190,522 -5,712	-3%	-$150K	0.23%	95
2025 Q1	$5.15M	Buy	196,234 +138,253	+238%	+$3.6M	0.28%	80
2024 Q4	$1.48M	Buy	57,981 +38,542	+198%	+$1.06M	0.08%	189
2024 Q3	$561K	Buy	19,439 +510	+3%	+$13.9K	0.04%	303
2024 Q2	$504K	Buy	18,929 +777	+4%	+$19.1K	0.03%	314
2024 Q1	$431K	Buy	18,152 +4,511	+33%	+$113K	0.03%	297
2023 Q4	$354K	Buy	13,641 +6,495	+91%	+$152K	0.03%	309
2023 Q3	$160K	Buy	7,146 +1,714	+32%	+$41.5K	0.02%	449
2023 Q2	$132K	Buy	5,432 +919	+20%	+$22.4K	0.01%	488
2023 Q1	$111K	Buy	+4,513	New	+$114K	0.01%	509

Other funds holding DFGR

FFM

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

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

JFG

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

BJL

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

TWA

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

WANY

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

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

FPAS

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

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

EverSource Wealth Advisors's DFGR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 25% in Q2 2026, selling an estimated $1.19M and leaving 121,683 shares worth $3.53M. The position accounts for 0.12% of the portfolio, ranked #153.

EverSource Wealth Advisors first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.59M in Q3 2025. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

EverSource Wealth Advisors held 121,683 shares of Dimensional Global Real Estate ETF worth $3.53M as of Q2 2026.
EverSource Wealth Advisors sold 41,404 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $1.19M.
Dimensional Global Real Estate ETF made up 0.12% of EverSource Wealth Advisors's portfolio in Q2 2026, its #153 holding.
EverSource Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's Dimensional Global Real Estate ETF position peaked at $5.59M in Q3 2025.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.