JP Morgan Chase
DFGR icon

JP Morgan Chase’s Dimensional Global Real Estate ETF DFGR Stock Holding History

JP Morgan Chase’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 		$4.63M Sell
157,375
-4,335
-3% -$124K ﹤0.01% 3525
2026
Q1 		$4.23M Buy
161,710
+458
+0.3% +$12.6K ﹤0.01% 3476
2025
Q4 		$4.26M Sell
161,252
-21,755
-12% -$587K ﹤0.01% 3467
2025
Q3 		$5M Buy
183,007
+46,321
+34% +$1.25M ﹤0.01% 3365
2025
Q2 		$3.67M Buy
136,686
+994
+0.7% +$26.1K ﹤0.01% 3433
2025
Q1 		$3.56M Sell
135,692
-1,005
-0.7% -$26.2K ﹤0.01% 3444
2024
Q4 		$3.49M Buy
136,697
+12,745
+10% +$350K ﹤0.01% 3698
2024
Q3 		$3.58M Sell
123,952
-7,313
-6% -$199K ﹤0.01% 3487
2024
Q2 		$3.28M Buy
131,265
+26,531
+25% +$653K ﹤0.01% 3372
2024
Q1 		$2.67M Buy
104,734
+50,805
+94% +$1.27M ﹤0.01% 3607
2023
Q4 		$1.4M Buy
53,929
+15,900
+42% +$373K ﹤0.01% 4103
2023
Q3 		$852K Buy
38,029
+2,903
+8% +$70.2K ﹤0.01% 4159
2023
Q2 		$857K Buy
35,126
+34,776
+9,936% +$847K ﹤0.01% 4176
2023
Q1 		$8.59K Buy
+350
New +$8.84K ﹤0.01% 6152

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

JP Morgan Chase's DFGR Position: Q2 2026 in Review

JP Morgan Chase reduced its Dimensional Global Real Estate ETF (DFGR) stake by 2.7% in Q2 2026, selling an estimated $124K and leaving 157,375 shares worth $4.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3525.

JP Morgan Chase first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. The position peaked at $5M in Q3 2025. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • JP Morgan Chase held 157,375 shares of Dimensional Global Real Estate ETF worth $4.63M as of Q2 2026.
  • JP Morgan Chase sold 4,335 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $124K.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3525 holding.
  • JP Morgan Chase first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • JP Morgan Chase's Dimensional Global Real Estate ETF position peaked at $5M in Q3 2025.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.