Glass Jacobson Investment Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Glass Jacobson Investment 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	$221K	Buy	7,636 +203	+3%	+$5.81K	0.07%	190
2026 Q1	$198K	Sell	7,433 -768	-9%	-$21.1K	0.07%	189
2025 Q4	$217K	Sell	8,201 -380	-4%	-$10.2K	0.08%	176
2025 Q3	$234K	Sell	8,581 -416	-5%	-$11.3K	0.08%	172
2025 Q2	$241K	Buy	8,997 +711	+9%	+$18.7K	0.09%	172
2025 Q1	$212K	Hold	8,286	–	–	0.07%	231
2024 Q4	$212K	Buy	8,286 +343	+4%	+$9.41K	0.07%	231
2024 Q3	$229K	Sell	7,943 -79	-1%	-$2.15K	0.08%	218
2024 Q2	$200K	Buy	8,022 +1,796	+29%	+$44.2K	0.07%	215
2024 Q1	$159K	Buy	6,226 +21	+0.3%	+$527	0.06%	233
2023 Q4	$161K	Buy	6,205 +145	+2%	+$3.4K	0.07%	226
2023 Q3	$136K	Buy	6,060 +1,347	+29%	+$32.6K	0.06%	232
2023 Q2	$115K	Buy	+4,713	New	+$115K	0.05%	242

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

Glass Jacobson Investment Advisors's DFGR Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 2.7% in Q2 2026, buying an estimated $5.81K and bringing the position to 7,636 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #190.

Glass Jacobson Investment Advisors first reported a position in DFGR in Q2 2023 and has held it in 13 quarters since. The position peaked at $241K in Q2 2025. 250 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Glass Jacobson Investment Advisors held 7,636 shares of Dimensional Global Real Estate ETF worth $221K as of Q2 2026.
Glass Jacobson Investment Advisors bought 203 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $5.81K.
Dimensional Global Real Estate ETF made up 0.07% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #190 holding.
Glass Jacobson Investment Advisors first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's Dimensional Global Real Estate ETF position peaked at $241K in Q2 2025.
250 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.