LFA
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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
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
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

LifeGuide Financial Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.4% in Q2 2026, buying an estimated $2.41M and bringing the position to 2,593,868 shares worth $75.1M. The position accounts for 21.4% of the portfolio, ranked #1.

LifeGuide Financial Advisors first reported a position in DFGR in Q1 2025 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • LifeGuide Financial Advisors held 2,593,868 shares of Dimensional Global Real Estate ETF worth $75.1M as of Q2 2026.
  • LifeGuide Financial Advisors bought 84,248 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $2.41M.
  • Dimensional Global Real Estate ETF made up 21.4% of LifeGuide Financial Advisors's portfolio in Q2 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 6 quarters since.
  • 74 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.