Level Financial Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Level Financial Advisors’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	$17.9M	Buy	618,117 +35,833	+6%	+$1.03M	4%	6
2026 Q1	$15.5M	Buy	582,284 +52,616	+10%	+$1.44M	3.95%	5
2025 Q4	$14M	Buy	529,668 +60,536	+13%	+$1.63M	3.7%	7
2025 Q3	$12.8M	Buy	469,132 +42,356	+10%	+$1.15M	3.61%	7
2025 Q2	$11.5M	Buy	426,776 +15,148	+4%	+$398K	3.56%	7
2025 Q1	$10.8M	Buy	411,628 +37,187	+10%	+$969K	3.67%	7
2024 Q4	$9.56M	Buy	374,441 +50,404	+16%	+$1.38M	3.51%	7
2024 Q3	$9.35M	Buy	324,037 +48,654	+18%	+$1.33M	3.57%	7
2024 Q2	$6.88M	Buy	275,383 +79,146	+40%	+$1.95M	2.98%	9
2024 Q1	$5.01M	Buy	196,237 +82,571	+73%	+$2.07M	2.27%	10
2023 Q4	$2.95M	Buy	113,666 +63,643	+127%	+$1.49M	1.46%	17
2023 Q3	$1.12M	Buy	50,023 +16,553	+49%	+$401K	0.63%	27
2023 Q2	$816K	Buy	33,470 +15,530	+87%	+$378K	0.46%	29
2023 Q1	$440K	Buy	+17,940	New	+$453K	0.26%	41

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 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

Level Financial Advisors's DFGR Position: Q2 2026 in Review

Level Financial Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 6.2% in Q2 2026, buying an estimated $1.03M and bringing the position to 618,117 shares worth $17.9M. The position accounts for 4% of the portfolio, ranked #6.

Level Financial Advisors first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Level Financial Advisors held 618,117 shares of Dimensional Global Real Estate ETF worth $17.9M as of Q2 2026.
Level Financial Advisors bought 35,833 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $1.03M.
Dimensional Global Real Estate ETF made up 4% of Level Financial Advisors's portfolio in Q2 2026, its #6 holding.
Level Financial Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.