GHA
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Granite Harbor Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Granite Harbor 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
2025
Q3 		– Sell
-14,388
Closed -$386K – 130
2025
Q2 		$386K Hold
14,388
– – 0.18% 79
2025
Q1 		$378K Hold
14,388
– – 0.2% 73
2024
Q4 		$367K Sell
14,388
-761
-5% -$20.9K 0.2% 67
2024
Q3 		$437K Sell
15,149
-170
-1% -$4.63K 0.25% 68
2024
Q2 		$383K Hold
15,319
– – 0.24% 67
2024
Q1 		$391K Hold
15,319
– – 0.27% 60
2023
Q4 		$398K Buy
15,319
+3,685
+32% +$86.4K 0.3% 53
2023
Q3 		$261K Hold
11,634
– – 0.21% 68
2023
Q2 		$284K Buy
+11,634
New +$283K 0.22% 65

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Granite Harbor Advisors's DFGR Position: Q3 2025 in Review

Granite Harbor Advisors sold out of Dimensional Global Real Estate ETF (DFGR) in Q3 2025, closing a stake of 14,388 shares — an estimated $386K sold.

Granite Harbor Advisors first reported a position in DFGR in Q2 2023 and held it in 9 quarters. The position peaked at $437K in Q3 2024. 279 funds tracked by Wall St. Rank hold DFGR as of Q3 2025.

  • Granite Harbor Advisors reported no remaining Dimensional Global Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Granite Harbor Advisors sold 14,388 Dimensional Global Real Estate ETF shares in Q3 2025, an estimated $386K.
  • Granite Harbor Advisors first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and held it in 9 quarters.
  • Granite Harbor Advisors's Dimensional Global Real Estate ETF position peaked at $437K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2025.

Based on Granite Harbor Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.