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Millstone Evans Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Millstone Evans 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 		$40.6K Buy
1,401
+14
+1% +$401 0.02% 385
2026
Q1 		$36.9K Buy
1,387
+2
+0.1% +$55 0.02% 382
2025
Q4 		$36.6K Buy
1,385
+25
+2% +$674 0.02% 391
2025
Q3 		$37.1K Sell
1,360
-2,039
-60% -$55.2K 0.02% 373
2025
Q2 		$91.2K Sell
3,399
-5,429
-61% -$143K 0.06% 214
2025
Q1 		$232K Buy
8,828
+101
+1% +$2.63K 0.16% 105
2024
Q4 		$223K Buy
+8,727
New +$240K 0.15% 109

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

Millstone Evans Group's DFGR Position: Q2 2026 in Review

Millstone Evans Group increased its Dimensional Global Real Estate ETF (DFGR) stake by 1% in Q2 2026, buying an estimated $401 and bringing the position to 1,401 shares worth $40.6K. The position accounts for 0.02% of the portfolio, ranked #385.

Millstone Evans Group first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $232K in Q1 2025. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Millstone Evans Group held 1,401 shares of Dimensional Global Real Estate ETF worth $40.6K as of Q2 2026.
  • Millstone Evans Group bought 14 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $401.
  • Dimensional Global Real Estate ETF made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #385 holding.
  • Millstone Evans Group first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Dimensional Global Real Estate ETF position peaked at $232K in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.