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McLean Asset Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

McLean Asset 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 		$7.11M Buy
267,340
+119,724
+81% +$3.28M 1.24% 20
2025
Q4 		$3.98M Buy
147,616
+115,025
+353% +$3.1M 0.71% 24
2025
Q3 		$888K Buy
+32,591
New +$882K 0.18% 59

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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 $2.31B AUM 26.52% 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

McLean Asset Management's DFGR Position: Q1 2026 in Review

McLean Asset Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 81% in Q1 2026, buying an estimated $3.28M and bringing the position to 267,340 shares worth $7.11M. The position accounts for 1.24% of the portfolio, ranked #20.

McLean Asset Management first reported a position in DFGR in Q3 2025 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • McLean Asset Management held 267,340 shares of Dimensional Global Real Estate ETF worth $7.11M as of Q1 2026.
  • McLean Asset Management bought 119,724 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $3.28M.
  • Dimensional Global Real Estate ETF made up 1.24% of McLean Asset Management's portfolio in Q1 2026, its #20 holding.
  • McLean Asset Management first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.