MFS
DFGR icon

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
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 $7.07B 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