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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
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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

LAM Group's DFGR Position: Q2 2026 in Review

LAM Group reduced its Dimensional Global Real Estate ETF (DFGR) stake by 9% in Q2 2026, selling an estimated $483K and leaving 171,240 shares worth $4.96M. The position accounts for 2.46% of the portfolio, ranked #16.

LAM Group first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.56M in Q4 2024. 165 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • LAM Group held 171,240 shares of Dimensional Global Real Estate ETF worth $4.96M as of Q2 2026.
  • LAM Group sold 16,870 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $483K.
  • Dimensional Global Real Estate ETF made up 2.46% of LAM Group's portfolio in Q2 2026, its #16 holding.
  • LAM Group first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • LAM Group's Dimensional Global Real Estate ETF position peaked at $5.56M in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.