IAG
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Investmark Advisory Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Investmark Advisory Group’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 		$398K Buy
13,734
+1,515
+12% +$43.4K 0.15% 95
2026
Q1 		$325K Buy
12,219
+196
+2% +$5.37K 0.14% 98
2025
Q4 		$318K Buy
12,023
+252
+2% +$6.8K 0.14% 101
2025
Q3 		$321K Buy
11,771
+212
+2% +$5.74K 0.14% 101
2025
Q2 		$310K Sell
11,559
-1,994
-15% -$52.3K 0.15% 99
2025
Q1 		$356K Sell
13,553
-1,020
-7% -$26.6K 0.18% 83
2024
Q4 		$372K Buy
14,573
+807
+6% +$22.1K 0.18% 81
2024
Q3 		$397K Sell
13,766
-361
-3% -$9.83K 0.19% 84
2024
Q2 		$353K Buy
14,127
+1,164
+9% +$28.6K 0.19% 83
2024
Q1 		$331K Buy
12,963
+911
+8% +$22.8K 0.18% 87
2023
Q4 		$313K Buy
+12,052
New +$283K 0.18% 88

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

Investmark Advisory Group's DFGR Position: Q2 2026 in Review

Investmark Advisory Group increased its Dimensional Global Real Estate ETF (DFGR) stake by 12% in Q2 2026, buying an estimated $43.4K and bringing the position to 13,734 shares worth $398K. The position accounts for 0.15% of the portfolio, ranked #95.

Investmark Advisory Group first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Investmark Advisory Group held 13,734 shares of Dimensional Global Real Estate ETF worth $398K as of Q2 2026.
  • Investmark Advisory Group bought 1,515 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $43.4K.
  • Dimensional Global Real Estate ETF made up 0.15% of Investmark Advisory Group's portfolio in Q2 2026, its #95 holding.
  • Investmark Advisory Group first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.