LFA
DFGR icon

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

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DPW
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RWM
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GWWM
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VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return