LPL Financial
DFGR icon

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

LPL Financial’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 		$37.7M Buy
1,299,964
+81,583
+7% +$2.34M 0.01% 1169
2026
Q1 		$32.4M Buy
1,218,381
+51,455
+4% +$1.41M 0.01% 1141
2025
Q4 		$30.8M Buy
1,166,926
+113,538
+11% +$3.06M 0.01% 1127
2025
Q3 		$28.8M Buy
1,053,388
+78,035
+8% +$2.11M 0.01% 1135
2025
Q2 		$26.2M Buy
975,353
+32,223
+3% +$846K 0.01% 1086
2025
Q1 		$24.8M Buy
943,130
+177,306
+23% +$4.62M 0.01% 1023
2024
Q4 		$19.6M Buy
765,824
+105,943
+16% +$2.91M 0.01% 1105
2024
Q3 		$19M Buy
659,881
+2,952
+0.4% +$80.4K 0.01% 1065
2024
Q2 		$16.4M Buy
656,929
+58,103
+10% +$1.43M 0.01% 1059
2024
Q1 		$15.3M Buy
598,826
+26,340
+5% +$661K 0.01% 1073
2023
Q4 		$14.9M Buy
572,486
+46,475
+9% +$1.09M 0.01% 1019
2023
Q3 		$11.8M Buy
+526,011
New +$12.7M 0.01% 1068

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
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
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

LPL Financial's DFGR Position: Q2 2026 in Review

LPL Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 6.7% in Q2 2026, buying an estimated $2.34M and bringing the position to 1,299,964 shares worth $37.7M. The position accounts for 0.01% of the portfolio, ranked #1169.

LPL Financial first reported a position in DFGR in Q3 2023 and has held it in 12 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • LPL Financial held 1,299,964 shares of Dimensional Global Real Estate ETF worth $37.7M as of Q2 2026.
  • LPL Financial bought 81,583 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $2.34M.
  • Dimensional Global Real Estate ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1169 holding.
  • LPL Financial first reported a position in Dimensional Global Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.