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

Global Financial Private Client’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 		$339K Buy
+11,699
New +$335K 0.09% 200

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
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

Global Financial Private Client's DFGR Position: Q2 2026 in Review

Global Financial Private Client opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q2 2026: 11,699 shares worth $339K. The stake represents 0.09% of the portfolio and ranks #200 among its holdings.

339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Global Financial Private Client held 11,699 shares of Dimensional Global Real Estate ETF worth $339K as of Q2 2026.
  • Dimensional Global Real Estate ETF was a new Global Financial Private Client position in Q2 2026.
  • Dimensional Global Real Estate ETF made up 0.09% of Global Financial Private Client's portfolio in Q2 2026, its #200 holding.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.