Forum Private Client Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Forum Private Client Group’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	$6.4M	Buy	221,089 +9,742	+5%	+$279K	1.91%	16
2026 Q1	$5.62M	Buy	211,347 +19,084	+10%	+$523K	1.87%	15
2025 Q4	$5.08M	Buy	192,263 +23,015	+14%	+$621K	1.73%	17
2025 Q3	$4.62M	Buy	169,248 +13,161	+8%	+$356K	1.65%	16
2025 Q2	$4.19M	Buy	156,087 +12,812	+9%	+$336K	1.61%	19
2025 Q1	$3.76M	Buy	143,275 +31,218	+28%	+$814K	1.63%	19
2024 Q4	$2.86M	Buy	112,057 +26,542	+31%	+$728K	1.27%	23
2024 Q3	$2.47M	Buy	85,515 +24,529	+40%	+$668K	1.1%	22
2024 Q2	$1.52M	Buy	60,986 +17,104	+39%	+$421K	0.72%	25
2024 Q1	$1.12M	Buy	43,882 +3,465	+9%	+$86.9K	0.54%	29
2023 Q4	$1.05M	Buy	+40,417	New	+$948K	0.55%	31
2023 Q3	–	Sell	-26,958	Closed	-$658K	–	17
2023 Q2	$658K	Buy	26,958 +5,971	+28%	+$145K	0.38%	41
2023 Q1	$515K	Buy	+20,987	New	+$530K	0.33%	43

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

Forum Private Client Group's DFGR Position: Q2 2026 in Review

Forum Private Client Group increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.6% in Q2 2026, buying an estimated $279K and bringing the position to 221,089 shares worth $6.4M. The position accounts for 1.91% of the portfolio, ranked #16.

Forum Private Client Group first reported a position in DFGR in Q1 2023 and has held it in 13 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Forum Private Client Group held 221,089 shares of Dimensional Global Real Estate ETF worth $6.4M as of Q2 2026.
Forum Private Client Group bought 9,742 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $279K.
Dimensional Global Real Estate ETF made up 1.91% of Forum Private Client Group's portfolio in Q2 2026, its #16 holding.
Forum Private Client Group first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.