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Five Oceans Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Five Oceans 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 		$482K Sell
16,648
-443
-3% -$12.7K 0.16% 83
2026
Q1 		$454K Sell
17,091
-80
-0.5% -$2.19K 0.16% 75
2025
Q4 		$454K Buy
17,171
+4,680
+37% +$126K 0.16% 75
2025
Q3 		$341K Buy
12,491
+1,342
+12% +$36.3K 0.13% 100
2025
Q2 		$299K Buy
11,149
+748
+7% +$19.6K 0.13% 114
2025
Q1 		$273K Buy
10,401
+1
+0% +$26 0.13% 111
2024
Q4 		$266K Buy
10,400
+53
+0.5% +$1.46K 0.12% 115
2024
Q3 		$299K Buy
10,347
+103
+1% +$2.81K 0.14% 119
2024
Q2 		$256K Sell
10,244
-168
-2% -$4.13K 0.13% 127
2024
Q1 		$266K Buy
10,412
+520
+5% +$13K 0.14% 140
2023
Q4 		$257K Buy
+9,892
New +$232K 0.14% 127

Other funds holding DFGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Five Oceans Advisors's DFGR Position: Q2 2026 in Review

Five Oceans Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 2.6% in Q2 2026, selling an estimated $12.7K and leaving 16,648 shares worth $482K. The position accounts for 0.16% of the portfolio, ranked #83.

Five Oceans Advisors first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 74 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Five Oceans Advisors held 16,648 shares of Dimensional Global Real Estate ETF worth $482K as of Q2 2026.
  • Five Oceans Advisors sold 443 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $12.7K.
  • Dimensional Global Real Estate ETF made up 0.16% of Five Oceans Advisors's portfolio in Q2 2026, its #83 holding.
  • Five Oceans Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 74 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.