LifeGuide Financial Advisors
DFGR icon

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

LifeGuide 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 		$73.8M Buy
2,726,735
+132,867
+5% +$3.86M 20.72% 1
2026
Q2 		$75.1M Buy
2,593,868
+84,248
+3% +$2.41M 21.4% 1
2026
Q1 		$66.7M Buy
2,509,620
+96,914
+4% +$2.66M 21.33% 1
2025
Q4 		$63.9M Buy
2,412,706
+226,644
+10% +$6.11M 21.19% 1
2025
Q3 		$59M Buy
2,186,062
+1,681
+0.1% +$45.5K 21.73% 1
2025
Q2 		$58.6M Buy
2,184,381
+89,551
+4% +$2.35M 21.63% 1
2025
Q1 		$55M Buy
+2,094,830
New +$54.6M 22.45% 1

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

LifeGuide Financial Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.1% in Q3 2026, buying an estimated $3.86M and bringing the position to 2,726,735 shares worth $73.8M. The position accounts for 20.72% of the portfolio, ranked #1.

LifeGuide Financial Advisors first reported a position in DFGR in Q1 2025 and has held it in 7 quarters since. The position peaked at $75.1M in Q2 2026. 314 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • LifeGuide Financial Advisors held 2,726,735 shares of Dimensional Global Real Estate ETF worth $73.8M as of Q3 2026.
  • LifeGuide Financial Advisors bought 132,867 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $3.86M.
  • Dimensional Global Real Estate ETF made up 20.72% of LifeGuide Financial Advisors's portfolio in Q3 2026, its #1 holding.
  • LifeGuide Financial Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2025 and has held it in 7 quarters since.
  • LifeGuide Financial Advisors's Dimensional Global Real Estate ETF position peaked at $75.1M in Q2 2026.
  • 314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.