LAM Group
DFGR icon

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

LAM 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
Q3 		$4.16M Sell
153,865
-17,375
-10% -$505K 2.1% 18
2026
Q2 		$4.96M Sell
171,240
-16,870
-9% -$483K 2.46% 16
2026
Q1 		$5M Sell
188,110
-14,350
-7% -$393K 2.75% 15
2025
Q4 		$5.35M Buy
202,460
+57,915
+40% +$1.56M 3.06% 8
2025
Q3 		$3.95M Sell
144,545
-970
-0.7% -$26.3K 2.45% 15
2025
Q2 		$3.9M Sell
145,515
-35,260
-20% -$926K 2.61% 14
2025
Q1 		$4.75M Sell
180,775
-37,105
-17% -$967K 3.49% 7
2024
Q4 		$5.56M Buy
217,880
+65,365
+43% +$1.79M 3.97% 4
2024
Q3 		$4.4M Buy
152,515
+26,940
+21% +$734K 3.12% 10
2024
Q2 		$3.14M Sell
125,575
-42,365
-25% -$1.04M 2.65% 12
2024
Q1 		$4.29M Buy
167,940
+124,920
+290% +$3.13M 3.5% 9
2023
Q4 		$1.12M Buy
43,020
+36,730
+584% +$861K 1.02% 27
2023
Q3 		$141K Buy
6,290
+3,725
+145% +$90.1K 0.14% 62
2023
Q2 		$62.6K Sell
2,565
-194,130
-99% -$4.73M 0.06% 64
2023
Q1 		$4.83M Buy
196,695
+13,565
+7% +$343K 4.73% 5
2022
Q4 		$4.47M Buy
+183,130
New +$4.52M 4.59% 5

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Creative Capital Management Investments
Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
Verisail Partners
Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

LAM Group's DFGR Position: Q3 2026 in Review

LAM Group reduced its Dimensional Global Real Estate ETF (DFGR) stake by 10% in Q3 2026, selling an estimated $505K and leaving 153,865 shares worth $4.16M. The position accounts for 2.1% of the portfolio, ranked #18.

LAM Group first reported a position in DFGR in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.56M in Q4 2024. 149 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • LAM Group held 153,865 shares of Dimensional Global Real Estate ETF worth $4.16M as of Q3 2026.
  • LAM Group sold 17,375 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $505K.
  • Dimensional Global Real Estate ETF made up 2.1% of LAM Group's portfolio in Q3 2026, its #18 holding.
  • LAM Group first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 16 quarters since.
  • LAM Group's Dimensional Global Real Estate ETF position peaked at $5.56M in Q4 2024.
  • 149 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.