Heritage Investment Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Heritage Investment 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 Q2	$1.19M	Sell	40,973 -249	-0.6%	-$7.13K	0.16%	46
2026 Q1	$1.1M	Buy	41,222 +4,762	+13%	+$131K	0.17%	41
2025 Q4	$963K	Sell	36,460 -3,422	-9%	-$92.3K	0.15%	46
2025 Q3	$1.09M	Buy	39,882 +17	+0%	+$460	0.17%	40
2025 Q2	$1.07M	Buy	39,865 +7,989	+25%	+$210K	0.18%	39
2025 Q1	$837K	Buy	31,876 +158	+0.5%	+$4.12K	0.16%	41
2024 Q4	$810K	Buy	+31,718	New	+$871K	0.15%	44

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

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

Heritage Investment Group's DFGR Position: Q2 2026 in Review

Heritage Investment Group reduced its Dimensional Global Real Estate ETF (DFGR) stake by 0.6% in Q2 2026, selling an estimated $7.13K and leaving 40,973 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #46.

Heritage Investment Group first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Heritage Investment Group held 40,973 shares of Dimensional Global Real Estate ETF worth $1.19M as of Q2 2026.
Heritage Investment Group sold 249 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $7.13K.
Dimensional Global Real Estate ETF made up 0.16% of Heritage Investment Group's portfolio in Q2 2026, its #46 holding.
Heritage Investment Group first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.