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 Q3	$17.9M	Buy	660,036 +41,919	+7%	+$1.22M	3.95%	6
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

GWWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SRB

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Level Financial Advisors's DFGR Position: Q3 2026 in Review

Level Financial Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 6.8% in Q3 2026, buying an estimated $1.22M and bringing the position to 660,036 shares worth $17.9M. The position accounts for 3.95% of the portfolio, ranked #6.

Level Financial Advisors first reported a position in DFGR in Q1 2023 and has held it in 15 quarters since. The position peaked at $17.9M in Q2 2026. 32 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Level Financial Advisors held 660,036 shares of Dimensional Global Real Estate ETF worth $17.9M as of Q3 2026.
Level Financial Advisors bought 41,919 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $1.22M.
Dimensional Global Real Estate ETF made up 3.95% of Level Financial Advisors's portfolio in Q3 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 15 quarters since.
Level Financial Advisors's Dimensional Global Real Estate ETF position peaked at $17.9M in Q2 2026.
32 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.