MFG
DFGR icon

Merit Financial Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Merit Financial Group’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 		$1.11M Sell
38,416
-98
-0.3% -$2.81K 0.01% 1033
2026
Q1 		$1.02M Buy
+38,514
New +$1.06M 0.01% 971

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

Merit Financial Group's DFGR Position: Q2 2026 in Review

Merit Financial Group reduced its Dimensional Global Real Estate ETF (DFGR) stake by 0.25% in Q2 2026, selling an estimated $2.81K and leaving 38,416 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1033.

Merit Financial Group first reported a position in DFGR in Q1 2026 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Merit Financial Group held 38,416 shares of Dimensional Global Real Estate ETF worth $1.11M as of Q2 2026.
  • Merit Financial Group sold 98 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $2.81K.
  • Dimensional Global Real Estate ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1033 holding.
  • Merit Financial Group first reported a position in Dimensional Global Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.