IA
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IFP Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

IFP 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 		$388K Sell
13,396
-135
-1% -$3.87K 0.01% 1159
2026
Q1 		$360K Buy
13,531
+879
+7% +$24.1K 0.01% 1107
2025
Q4 		$334K Buy
12,652
+136
+1% +$3.67K 0.01% 1114
2025
Q3 		$342K Buy
12,516
+7,206
+136% +$195K 0.01% 1021
2025
Q2 		$142K Buy
5,310
+60
+1% +$1.57K ﹤0.01% 1442
2025
Q1 		$138K Buy
5,250
+1,767
+51% +$46K ﹤0.01% 1349
2024
Q4 		$89K Buy
3,483
+325
+10% +$8.92K ﹤0.01% 1529
2024
Q3 		$91.1K Buy
3,158
+1,310
+71% +$35.7K ﹤0.01% 1448
2024
Q2 		$46.3K Buy
1,848
+403
+28% +$9.92K ﹤0.01% 1716
2024
Q1 		$36.9K Buy
+1,445
New +$36.2K ﹤0.01% 1700
2023
Q3 		– Sell
-24
Closed -$585 – 3359
2023
Q2 		$585 Buy
+24
New +$585 ﹤0.01% 3178

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

IFP Advisors's DFGR Position: Q2 2026 in Review

IFP Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 1% in Q2 2026, selling an estimated $3.87K and leaving 13,396 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #1159.

IFP Advisors first reported a position in DFGR in Q2 2023 and has held it in 11 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • IFP Advisors held 13,396 shares of Dimensional Global Real Estate ETF worth $388K as of Q2 2026.
  • IFP Advisors sold 135 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $3.87K.
  • Dimensional Global Real Estate ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1159 holding.
  • IFP Advisors first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 11 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.