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DFGR icon

INVST’s Dimensional Global Real Estate ETF DFGR Stock Holding History

INVST’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 		$393K Buy
13,582
+2,099
+18% +$60.1K 0.04% 275
2026
Q1 		$305K Buy
11,483
+621
+6% +$17K 0.03% 288
2025
Q4 		$287K Buy
10,862
+1,893
+21% +$51.1K 0.03% 274
2025
Q3 		$245K Buy
8,969
+1,444
+19% +$39.1K 0.03% 280
2025
Q2 		$202K Buy
+7,525
New +$198K 0.03% 290

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

INVST's DFGR Position: Q2 2026 in Review

INVST increased its Dimensional Global Real Estate ETF (DFGR) stake by 18% in Q2 2026, buying an estimated $60.1K and bringing the position to 13,582 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #275.

INVST first reported a position in DFGR in Q2 2025 and has held it in 5 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • INVST held 13,582 shares of Dimensional Global Real Estate ETF worth $393K as of Q2 2026.
  • INVST bought 2,099 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $60.1K.
  • Dimensional Global Real Estate ETF made up 0.04% of INVST's portfolio in Q2 2026, its #275 holding.
  • INVST first reported a position in Dimensional Global Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.