MFS
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McNamara Financial Services’s Dimensional Global Real Estate ETF DFGR Stock Holding History

McNamara Financial Services’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 		$1.56M Buy
54,011
+699
+1% +$20K 0.27% 34
2026
Q1 		$1.42M Buy
53,312
+1,127
+2% +$30.9K 0.27% 36
2025
Q4 		$1.38M Buy
52,185
+1,914
+4% +$51.6K 0.26% 36
2025
Q3 		$1.37M Buy
50,271
+1,565
+3% +$42.4K 0.26% 30
2025
Q2 		$1.31M Sell
48,706
-2,455
-5% -$64.4K 0.26% 29
2025
Q1 		$1.34M Buy
51,161
+8,388
+20% +$219K 0.29% 27
2024
Q4 		$1.09M Sell
42,773
-5,148
-11% -$141K 0.26% 24
2024
Q3 		$1.38M Buy
47,921
+1,909
+4% +$52K 0.27% 26
2024
Q2 		$1.15M Buy
46,012
+6,823
+17% +$168K 0.24% 25
2024
Q1 		$1M Buy
39,189
+5,281
+16% +$132K 0.21% 26
2023
Q4 		$881K Buy
33,908
+1,613
+5% +$37.8K 0.2% 29
2023
Q3 		$724K Buy
+32,295
New +$781K 0.18% 31

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
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
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

McNamara Financial Services's DFGR Position: Q2 2026 in Review

McNamara Financial Services increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.3% in Q2 2026, buying an estimated $20K and bringing the position to 54,011 shares worth $1.56M. The position accounts for 0.27% of the portfolio, ranked #34.

McNamara Financial Services first reported a position in DFGR in Q3 2023 and has held it in 12 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • McNamara Financial Services held 54,011 shares of Dimensional Global Real Estate ETF worth $1.56M as of Q2 2026.
  • McNamara Financial Services bought 699 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $20K.
  • Dimensional Global Real Estate ETF made up 0.27% of McNamara Financial Services's portfolio in Q2 2026, its #34 holding.
  • McNamara Financial Services first reported a position in Dimensional Global Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.