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

Larson 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 		$31.2K Buy
1,076
+326
+43% +$9.34K ﹤0.01% 1757
2026
Q1 		$19.9K Sell
750
-5
-0.7% -$137 ﹤0.01% 1850
2025
Q4 		$19.9K Buy
755
+264
+54% +$7.12K ﹤0.01% 1727
2025
Q3 		$13.4K Sell
491
-324
-40% -$8.77K ﹤0.01% 1865
2025
Q2 		$21.9K Sell
815
-293
-26% -$7.69K ﹤0.01% 1453
2025
Q1 		$29.1K Sell
1,108
-463
-29% -$12.1K ﹤0.01% 1223
2024
Q4 		$40.1K Sell
1,571
-230
-13% -$6.31K ﹤0.01% 969
2024
Q3 		$52K Sell
1,801
-656
-27% -$17.9K ﹤0.01% 904
2024
Q2 		$61.4K Sell
2,457
-3,081
-56% -$75.8K ﹤0.01% 759
2024
Q1 		$141K Sell
5,538
-4,015
-42% -$101K 0.01% 482
2023
Q4 		$248K Buy
9,553
+229
+2% +$5.37K 0.02% 303
2023
Q3 		$209K Buy
9,324
+2,700
+41% +$65.3K 0.02% 318
2023
Q2 		$162K Buy
6,624
+4,053
+158% +$98.7K 0.02% 348
2023
Q1 		$63.1K Buy
2,571
+814
+46% +$20.6K 0.01% 505
2022
Q4 		$42.9K Buy
+1,757
New +$43.3K 0.01% 551

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

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

Larson Financial Group increased its Dimensional Global Real Estate ETF (DFGR) stake by 43% in Q2 2026, buying an estimated $9.34K and bringing the position to 1,076 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Larson Financial Group first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $248K in Q4 2023. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Larson Financial Group held 1,076 shares of Dimensional Global Real Estate ETF worth $31.2K as of Q2 2026.
  • Larson Financial Group bought 326 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $9.34K.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1757 holding.
  • Larson Financial Group first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Larson Financial Group's Dimensional Global Real Estate ETF position peaked at $248K in Q4 2023.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.