Live Oak Private Wealth’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Live Oak Private Wealth’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	$858K	Buy	29,627 +10,370	+54%	+$297K	0.11%	119
2026 Q1	$512K	Buy	19,257 +4,975	+35%	+$136K	0.07%	132
2025 Q4	$377K	Buy	14,282 +1,374	+11%	+$37.1K	0.05%	145
2025 Q3	$353K	Buy	12,908 +4,401	+52%	+$119K	0.05%	147
2025 Q2	$228K	Buy	+8,507	New	+$223K	0.03%	176

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

Live Oak Private Wealth's DFGR Position: Q2 2026 in Review

Live Oak Private Wealth increased its Dimensional Global Real Estate ETF (DFGR) stake by 54% in Q2 2026, buying an estimated $297K and bringing the position to 29,627 shares worth $858K. The position accounts for 0.11% of the portfolio, ranked #119.

Live Oak Private Wealth first reported a position in DFGR in Q2 2025 and has held it in 5 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Live Oak Private Wealth held 29,627 shares of Dimensional Global Real Estate ETF worth $858K as of Q2 2026.
Live Oak Private Wealth bought 10,370 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $297K.
Dimensional Global Real Estate ETF made up 0.11% of Live Oak Private Wealth's portfolio in Q2 2026, its #119 holding.
Live Oak Private Wealth first reported a position in Dimensional Global Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.