IFA
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Index Fund Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Index Fund 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
Q1 		$23.4M Buy
881,680
+24,973
+3% +$685K 1.05% 11
2025
Q4 		$22.6M Buy
856,707
+65,507
+8% +$1.77M 1.06% 10
2025
Q3 		$21.6M Buy
791,200
+13,176
+2% +$357K 1.05% 10
2025
Q2 		$20.9M Buy
778,024
+63,384
+9% +$1.66M 1.17% 9
2025
Q1 		$18.8M Sell
714,640
-3,996
-0.6% -$104K 1.16% 9
2024
Q4 		$18.4M Buy
718,636
+28,929
+4% +$794K 0.99% 8
2024
Q3 		$19.9M Buy
689,707
+30,027
+5% +$818K 1.06% 9
2024
Q2 		$16.5M Buy
659,680
+123,360
+23% +$3.04M 0.93% 9
2024
Q1 		$13.7M Buy
536,320
+69,246
+15% +$1.74M 0.76% 9
2023
Q4 		$12.1M Buy
467,074
+246,266
+112% +$5.77M 0.71% 9
2023
Q3 		$4.95M Buy
220,808
+143,388
+185% +$3.47M 0.33% 10
2023
Q2 		$1.89M Buy
77,420
+32,861
+74% +$800K 0.12% 22
2023
Q1 		$1.09M Buy
44,559
+28,732
+182% +$726K 0.07% 31
2022
Q4 		$386K Buy
+15,827
New +$390K 0.03% 56

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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

Index Fund Advisors's DFGR Position: Q1 2026 in Review

Index Fund Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 2.9% in Q1 2026, buying an estimated $685K and bringing the position to 881,680 shares worth $23.4M. The position accounts for 1.05% of the portfolio, ranked #11.

Index Fund Advisors first reported a position in DFGR in Q4 2022 and has held it in 14 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Index Fund Advisors held 881,680 shares of Dimensional Global Real Estate ETF worth $23.4M as of Q1 2026.
  • Index Fund Advisors bought 24,973 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $685K.
  • Dimensional Global Real Estate ETF made up 1.05% of Index Fund Advisors's portfolio in Q1 2026, its #11 holding.
  • Index Fund Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.