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Heffernan Advisory’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Heffernan Advisory’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 		$657K Buy
22,681
+737
+3% +$21.1K 0.55% 18
2026
Q1 		$583K Buy
21,944
+1,814
+9% +$49.7K 0.54% 17
2025
Q4 		$532K Buy
+20,130
New +$543K 0.51% 17

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

Heffernan Advisory's DFGR Position: Q2 2026 in Review

Heffernan Advisory increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.4% in Q2 2026, buying an estimated $21.1K and bringing the position to 22,681 shares worth $657K. The position accounts for 0.55% of the portfolio, ranked #18.

Heffernan Advisory first reported a position in DFGR in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Heffernan Advisory held 22,681 shares of Dimensional Global Real Estate ETF worth $657K as of Q2 2026.
  • Heffernan Advisory bought 737 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $21.1K.
  • Dimensional Global Real Estate ETF made up 0.55% of Heffernan Advisory's portfolio in Q2 2026, its #18 holding.
  • Heffernan Advisory first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.