Longview Asset Management (California)’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Longview Asset Management (California)’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	$3.29M	Buy	113,450 +5,567	+5%	+$159K	1.62%	13
2026 Q1	$2.87M	Buy	107,883 +6,562	+6%	+$180K	1.56%	13
2025 Q4	$2.68M	Buy	101,321 +9,425	+10%	+$254K	1.48%	13
2025 Q3	$2.51M	Buy	91,896 +2,214	+2%	+$59.9K	1.45%	13
2025 Q2	$2.41M	Buy	89,682 +1,546	+2%	+$40.6K	1.51%	12
2025 Q1	$2.31M	Buy	88,136 +7,156	+9%	+$186K	1.53%	13
2024 Q4	$2.07M	Buy	+80,980	New	+$2.22M	1.39%	12

Other funds holding DFGR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

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

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

Evanson Financial Mclean, Virginia $2.04B AUM

Longview Asset Management (California)'s DFGR Position: Q2 2026 in Review

Longview Asset Management (California) increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.2% in Q2 2026, buying an estimated $159K and bringing the position to 113,450 shares worth $3.29M. The position accounts for 1.62% of the portfolio, ranked #13.

Longview Asset Management (California) first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Longview Asset Management (California) held 113,450 shares of Dimensional Global Real Estate ETF worth $3.29M as of Q2 2026.
Longview Asset Management (California) bought 5,567 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $159K.
Dimensional Global Real Estate ETF made up 1.62% of Longview Asset Management (California)'s portfolio in Q2 2026, its #13 holding.
Longview Asset Management (California) first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.