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

Hill Investment Group Partners’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	$1.95M	Sell	67,170 -4,141	-6%	-$119K	0.2%	25
2026 Q1	$1.9M	Sell	71,311 -16,204	-19%	-$444K	0.21%	22
2025 Q4	$2.31M	Sell	87,515 -1,922	-2%	-$51.8K	0.28%	21
2025 Q3	$2.44M	Sell	89,437 -226	-0.3%	-$6.12K	0.3%	20
2025 Q2	$2.41M	Buy	89,663 +29,913	+50%	+$785K	0.31%	20
2025 Q1	$1.57M	Hold	59,750	–	–	0.22%	21
2024 Q4	$1.53M	Sell	59,750 -260	-0.4%	-$7.14K	0.2%	29
2024 Q3	$1.49M	Sell	60,010 -1,747	-3%	-$47.6K	0.21%	28
2024 Q2	$1.64M	Buy	61,757 +275	+0.4%	+$6.77K	0.22%	28
2024 Q1	$1.57M	Sell	61,482 -7,213	-11%	-$181K	0.22%	27
2023 Q4	$1.78M	Sell	68,695 -3,484	-5%	-$81.7K	0.26%	24
2023 Q3	$1.62M	Buy	+72,179	New	+$1.75M	0.27%	25

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

Hill Investment Group Partners's DFGR Position: Q2 2026 in Review

Hill Investment Group Partners reduced its Dimensional Global Real Estate ETF (DFGR) stake by 5.8% in Q2 2026, selling an estimated $119K and leaving 67,170 shares worth $1.95M. The position accounts for 0.2% of the portfolio, ranked #25.

Hill Investment Group Partners first reported a position in DFGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.44M in Q3 2025. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Hill Investment Group Partners held 67,170 shares of Dimensional Global Real Estate ETF worth $1.95M as of Q2 2026.
Hill Investment Group Partners sold 4,141 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $119K.
Dimensional Global Real Estate ETF made up 0.2% of Hill Investment Group Partners's portfolio in Q2 2026, its #25 holding.
Hill Investment Group Partners first reported a position in Dimensional Global Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
Hill Investment Group Partners's Dimensional Global Real Estate ETF position peaked at $2.44M in Q3 2025.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Hill Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.