Focus Partners Wealth’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Focus Partners Wealth’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	$115M	Sell	3,958,658 -115,982	-3%	-$3.32M	0.12%	168
2026 Q1	$108M	Buy	4,074,640 +68,769	+2%	+$1.89M	0.12%	176
2025 Q4	$106M	Buy	4,005,871 +427,537	+12%	+$11.5M	0.12%	175
2025 Q3	$97.7M	Buy	3,578,334 +367,977	+11%	+$9.96M	0.16%	131
2025 Q2	$86.1M	Sell	3,210,357 -24,030	-0.7%	-$631K	0.19%	116
2025 Q1	$84.9M	Buy	3,234,387 +167,067	+5%	+$4.35M	0.21%	101
2024 Q4	$78.3M	Buy	3,067,320 +428,256	+16%	+$11.8M	0.2%	104
2024 Q3	$76.2M	Buy	+2,639,064	New	+$71.9M	0.24%	88

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

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Focus Partners Wealth's DFGR Position: Q2 2026 in Review

Focus Partners Wealth reduced its Dimensional Global Real Estate ETF (DFGR) stake by 2.8% in Q2 2026, selling an estimated $3.32M and leaving 3,958,658 shares worth $115M. The position accounts for 0.12% of the portfolio, ranked #168.

Focus Partners Wealth first reported a position in DFGR in Q3 2024 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Focus Partners Wealth held 3,958,658 shares of Dimensional Global Real Estate ETF worth $115M as of Q2 2026.
Focus Partners Wealth sold 115,982 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $3.32M.
Dimensional Global Real Estate ETF made up 0.12% of Focus Partners Wealth's portfolio in Q2 2026, its #168 holding.
Focus Partners Wealth first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.