HFM Investment Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

HFM Investment 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
2026 Q2	$5.77M	Sell	199,061 -6,405	-3%	-$183K	2.02%	7
2026 Q1	$5.46M	Buy	205,466 +19,585	+11%	+$537K	2.1%	7
2025 Q4	$4.91M	Buy	185,881 +3,883	+2%	+$105K	1.92%	7
2025 Q3	$4.97M	Buy	181,998 +21,563	+13%	+$584K	2.02%	7
2025 Q2	$4.3M	Buy	160,435 +7,469	+5%	+$196K	1.89%	7
2025 Q1	$4.02M	Buy	+152,966	New	+$3.99M	1.95%	6

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

HFM Investment Advisors's DFGR Position: Q2 2026 in Review

HFM Investment Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 3.1% in Q2 2026, selling an estimated $183K and leaving 199,061 shares worth $5.77M. The position accounts for 2.02% of the portfolio, ranked #7.

HFM Investment Advisors first reported a position in DFGR in Q1 2025 and has held it in 6 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

HFM Investment Advisors held 199,061 shares of Dimensional Global Real Estate ETF worth $5.77M as of Q2 2026.
HFM Investment Advisors sold 6,405 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $183K.
Dimensional Global Real Estate ETF made up 2.02% of HFM Investment Advisors's portfolio in Q2 2026, its #7 holding.
HFM Investment Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.