JFG
DFGR icon

JMG Financial Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

JMG Financial 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 		$194M Buy
6,710,457
+366,346
+6% +$10.5M 4.7% 7
2026
Q1 		$169M Buy
6,344,111
+642,453
+11% +$17.6M 4.64% 8
2025
Q4 		$151M Buy
5,701,658
+346,331
+6% +$9.34M 4.23% 9
2025
Q3 		$146M Buy
5,355,327
+358,627
+7% +$9.71M 4.16% 8
2025
Q2 		$134M Buy
4,996,700
+200,348
+4% +$5.26M 4.06% 8
2025
Q1 		$126M Buy
4,796,352
+802,816
+20% +$20.9M 4.25% 8
2024
Q4 		$102M Buy
3,993,536
+523,244
+15% +$14.4M 3.48% 8
2024
Q3 		$100M Buy
3,470,292
+356,674
+11% +$9.72M 3.42% 8
2024
Q2 		$77.8M Buy
3,113,618
+526,660
+20% +$13M 2.91% 8
2024
Q1 		$66M Buy
2,586,958
+486,256
+23% +$12.2M 2.52% 11
2023
Q4 		$54.6M Buy
2,100,702
+433,949
+26% +$10.2M 2.29% 11
2023
Q3 		$37.4M Buy
1,666,753
+749,491
+82% +$18.1M 1.8% 11
2023
Q2 		$22.4M Buy
917,262
+442,065
+93% +$10.8M 1.05% 16
2023
Q1 		$11.7M Buy
+475,197
New +$12M 0.59% 21

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
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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

JMG Financial Group's DFGR Position: Q2 2026 in Review

JMG Financial Group increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.8% in Q2 2026, buying an estimated $10.5M and bringing the position to 6,710,457 shares worth $194M. The position accounts for 4.7% of the portfolio, ranked #7.

JMG Financial Group first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • JMG Financial Group held 6,710,457 shares of Dimensional Global Real Estate ETF worth $194M as of Q2 2026.
  • JMG Financial Group bought 366,346 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $10.5M.
  • Dimensional Global Real Estate ETF made up 4.7% of JMG Financial Group's portfolio in Q2 2026, its #7 holding.
  • JMG Financial Group first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.