LRI Investments’s Dimensional Global Real Estate ETF DFGR Stock Holding History

LRI Investments’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	$3.61M	Sell	124,656 -3,176	-2%	-$91K	0.29%	46
2026 Q1	$3.4M	Sell	127,832 -2,132	-2%	-$58.5K	0.3%	40
2025 Q4	$3.43M	Sell	129,964 -9,130	-7%	-$246K	0.28%	40
2025 Q3	$3.8M	Sell	139,094 -2,280	-2%	-$61.7K	0.31%	37
2025 Q2	$3.79M	Sell	141,374 -5,769	-4%	-$151K	0.32%	33
2025 Q1	$3.86M	Sell	147,143 -12,187	-8%	-$318K	0.37%	30
2024 Q4	$4.07M	Buy	159,330 +16,372	+11%	+$449K	0.39%	20
2024 Q3	$3.88M	Buy	142,958 +10,520	+8%	+$287K	0.38%	24
2024 Q2	$3.31M	Buy	132,438 +13,601	+11%	+$335K	0.38%	22
2024 Q1	$3.03M	Buy	+118,837	New	+$2.98M	0.77%	19

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

LRI Investments's DFGR Position: Q2 2026 in Review

LRI Investments reduced its Dimensional Global Real Estate ETF (DFGR) stake by 2.5% in Q2 2026, selling an estimated $91K and leaving 124,656 shares worth $3.61M. The position accounts for 0.29% of the portfolio, ranked #46.

LRI Investments first reported a position in DFGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.07M in Q4 2024. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

LRI Investments held 124,656 shares of Dimensional Global Real Estate ETF worth $3.61M as of Q2 2026.
LRI Investments sold 3,176 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $91K.
Dimensional Global Real Estate ETF made up 0.29% of LRI Investments's portfolio in Q2 2026, its #46 holding.
LRI Investments first reported a position in Dimensional Global Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Dimensional Global Real Estate ETF position peaked at $4.07M in Q4 2024.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.