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

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

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

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return