Index Fund Advisors
DFGR icon

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
Q3 		$21.5M Sell
793,088
-26,245
-3% -$763K 0.91% 14
2026
Q2 		$23.7M Sell
819,333
-62,347
-7% -$1.79M 0.94% 13
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Index Fund Advisors's DFGR Position: Q3 2026 in Review

Index Fund Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 3.2% in Q3 2026, selling an estimated $763K and leaving 793,088 shares worth $21.5M. The position accounts for 0.91% of the portfolio, ranked #14.

Index Fund Advisors first reported a position in DFGR in Q4 2022 and has held it in 16 quarters since. The position peaked at $23.7M in Q2 2026. 314 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Index Fund Advisors held 793,088 shares of Dimensional Global Real Estate ETF worth $21.5M as of Q3 2026.
  • Index Fund Advisors sold 26,245 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $763K.
  • Dimensional Global Real Estate ETF made up 0.91% of Index Fund Advisors's portfolio in Q3 2026, its #14 holding.
  • Index Fund Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 16 quarters since.
  • Index Fund Advisors's Dimensional Global Real Estate ETF position peaked at $23.7M in Q2 2026.
  • 314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Index Fund Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.