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Great Valley Advisor Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Great Valley Advisor 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
Q1 		$504K Buy
18,975
+1,616
+9% +$44.3K 0.01% 683
2025
Q4 		$459K Sell
17,359
-2,891
-14% -$78K 0.01% 650
2025
Q3 		$553K Buy
20,250
+1,253
+7% +$33.9K 0.01% 606
2025
Q2 		$509K Buy
+18,997
New +$499K 0.01% 601

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
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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Great Valley Advisor Group's DFGR Position: Q1 2026 in Review

Great Valley Advisor Group increased its Dimensional Global Real Estate ETF (DFGR) stake by 9.3% in Q1 2026, buying an estimated $44.3K and bringing the position to 18,975 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #683.

Great Valley Advisor Group first reported a position in DFGR in Q2 2025 and has held it in 4 quarters since. The position peaked at $553K in Q3 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Great Valley Advisor Group held 18,975 shares of Dimensional Global Real Estate ETF worth $504K as of Q1 2026.
  • Great Valley Advisor Group bought 1,616 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $44.3K.
  • Dimensional Global Real Estate ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #683 holding.
  • Great Valley Advisor Group first reported a position in Dimensional Global Real Estate ETF in Q2 2025 and has held it in 4 quarters since.
  • Great Valley Advisor Group's Dimensional Global Real Estate ETF position peaked at $553K in Q3 2025.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.