McGrath & Associates’s Dimensional Global Real Estate ETF DFGR Stock Holding History

McGrath & Associates’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	$364K	Sell	12,580 -1,248	-9%	-$35.7K	0.47%	29
2026 Q1	$368K	Sell	13,828 -5,662	-29%	-$155K	0.54%	32
2025 Q4	$515K	Sell	19,490 -3,235	-14%	-$87.3K	0.73%	27
2025 Q3	$621K	Sell	22,725 -1,626	-7%	-$44K	0.92%	24
2025 Q2	$653K	Sell	24,351 -3,856	-14%	-$101K	1.06%	25
2025 Q1	$741K	Sell	28,207 -1,070	-4%	-$27.9K	1.35%	24
2024 Q4	$748K	Buy	+29,277	New	+$804K	1.51%	23

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

McGrath & Associates's DFGR Position: Q2 2026 in Review

McGrath & Associates reduced its Dimensional Global Real Estate ETF (DFGR) stake by 9% in Q2 2026, selling an estimated $35.7K and leaving 12,580 shares worth $364K. The position accounts for 0.47% of the portfolio, ranked #29.

McGrath & Associates first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $748K in Q4 2024. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

McGrath & Associates held 12,580 shares of Dimensional Global Real Estate ETF worth $364K as of Q2 2026.
McGrath & Associates sold 1,248 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $35.7K.
Dimensional Global Real Estate ETF made up 0.47% of McGrath & Associates's portfolio in Q2 2026, its #29 holding.
McGrath & Associates first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
McGrath & Associates's Dimensional Global Real Estate ETF position peaked at $748K in Q4 2024.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.