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

IFG 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
Q1 		$21.5K Buy
+808
New +$22.2K 0.06% 196
2025
Q4 		– Sell
-27,599
Closed -$754K – 758
2025
Q3 		$754K Buy
27,599
+1,673
+6% +$45.3K 0.03% 414
2025
Q2 		$696K Buy
25,926
+3,731
+17% +$97.9K 0.03% 414
2025
Q1 		$583K Buy
22,195
+339
+2% +$8.83K 0.03% 410
2024
Q4 		$558K Buy
+21,856
New +$600K 0.03% 396

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

IFG Advisory's DFGR Position: Q1 2026 in Review

IFG Advisory opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q1 2026: 808 shares worth $21.5K. The stake represents 0.06% of the portfolio and ranks #196 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DFGR as recently as Q3 2025.

IFG Advisory first reported a position in DFGR in Q4 2024 and has held it in 5 quarters since. The position peaked at $754K in Q3 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • IFG Advisory held 808 shares of Dimensional Global Real Estate ETF worth $21.5K as of Q1 2026.
  • Dimensional Global Real Estate ETF was a new IFG Advisory position in Q1 2026.
  • Dimensional Global Real Estate ETF made up 0.06% of IFG Advisory's portfolio in Q1 2026, its #196 holding.
  • IFG Advisory first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 5 quarters since.
  • IFG Advisory's Dimensional Global Real Estate ETF position peaked at $754K in Q3 2025.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.