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MAI Capital Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

MAI Capital Management’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
Q1 		– Sell
-2,616
Closed -$69.1K – 5054
2025
Q4 		$69.1K Sell
2,616
-5
-0.2% -$135 ﹤0.01% 1834
2025
Q3 		$71.6K Sell
2,621
-2,616
-50% -$70.8K ﹤0.01% 1735
2025
Q2 		$141K Hold
5,237
– – ﹤0.01% 1335
2025
Q1 		$138K Hold
5,237
– – ﹤0.01% 1271
2024
Q4 		$134K Buy
+5,237
New +$144K ﹤0.01% 1306

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

MAI Capital Management's DFGR Position: Q1 2026 in Review

MAI Capital Management sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2026, closing a stake of 2,616 shares — an estimated $69.1K sold.

MAI Capital Management first reported a position in DFGR in Q4 2024 and held it in 5 quarters. The position peaked at $141K in Q2 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • MAI Capital Management reported no remaining Dimensional Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 2,616 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $69.1K.
  • MAI Capital Management first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and held it in 5 quarters.
  • MAI Capital Management's Dimensional Global Real Estate ETF position peaked at $141K in Q2 2025.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.