Jones Financial Companies
DFGR icon

Jones Financial Companies’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Jones Financial Companies’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 		– Sell
-378
Closed -$9.99K – 4774
2025
Q4 		$9.99K Buy
+378
New +$10.2K ﹤0.01% 3218
2025
Q3 		– Sell
-999
Closed -$26.7K – 4259
2025
Q2 		$26.7K Buy
+999
New +$26.2K ﹤0.01% 2479
2024
Q3 		– Sell
-214
Closed -$5.35K – 3041
2024
Q2 		$5.35K Buy
+214
New +$5.27K ﹤0.01% 1926

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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Jones Financial Companies's DFGR Position: Q1 2026 in Review

Jones Financial Companies sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2026, closing a stake of 378 shares — an estimated $9.99K sold.

Jones Financial Companies first reported a position in DFGR in Q2 2024 and held it in 3 quarters. The position peaked at $26.7K in Q2 2025. 318 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Jones Financial Companies reported no remaining Dimensional Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 378 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $9.99K.
  • Jones Financial Companies first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and held it in 3 quarters.
  • Jones Financial Companies's Dimensional Global Real Estate ETF position peaked at $26.7K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.