FFM
DFGR icon

Forum Financial Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Forum Financial 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
Q2 		$521M Buy
17,999,719
+477,857
+3% +$13.7M 6.7% 6
2026
Q1 		$466M Buy
17,521,862
+882,960
+5% +$24.2M 6.59% 6
2025
Q4 		$440M Buy
16,638,902
+1,187,688
+8% +$32M 5.72% 6
2025
Q3 		$422M Buy
15,451,214
+933,655
+6% +$25.3M 5.77% 6
2025
Q2 		$390M Buy
14,517,559
+288,449
+2% +$7.57M 5.92% 6
2025
Q1 		$374M Buy
14,229,110
+219,059
+2% +$5.71M 6.18% 6
2024
Q4 		$358M Sell
14,010,051
-52,209
-0.4% -$1.43M 5.93% 6
2024
Q3 		$406M Buy
14,062,260
+269,488
+2% +$7.34M 6.75% 6
2024
Q2 		$345M Sell
13,792,772
-292,168
-2% -$7.19M 6.24% 6
2024
Q1 		$360M Buy
14,084,940
+144,192
+1% +$3.62M 6.14% 6
2023
Q4 		$362M Buy
13,940,748
+1,541,319
+12% +$36.1M 6.82% 6
2023
Q3 		$278M Buy
12,399,429
+1,827,421
+17% +$44.2M 6.14% 6
2023
Q2 		$258M Buy
10,572,008
+6,080,665
+135% +$148M 5.78% 6
2023
Q1 		$110M Buy
4,491,343
+769,183
+21% +$19.4M 3.19% 6
2022
Q4 		$90.8M Buy
+3,722,160
New +$91.8M 2.99% 7

Other funds holding DFGR

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

Forum Financial Management's DFGR Position: Q2 2026 in Review

Forum Financial Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 2.7% in Q2 2026, buying an estimated $13.7M and bringing the position to 17,999,719 shares worth $521M. The position accounts for 6.7% of the portfolio, ranked #6.

Forum Financial Management first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Forum Financial Management held 17,999,719 shares of Dimensional Global Real Estate ETF worth $521M as of Q2 2026.
  • Forum Financial Management bought 477,857 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $13.7M.
  • Dimensional Global Real Estate ETF made up 6.7% of Forum Financial Management's portfolio in Q2 2026, its #6 holding.
  • Forum Financial Management first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.