Morgan Stanley’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Morgan Stanley’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	$377K	Sell	13,002 -2,863	-18%	-$82K	﹤0.01%	5673
2026 Q1	$422K	Sell	15,865 -2,208	-12%	-$60.5K	﹤0.01%	5559
2025 Q4	$477K	Buy	18,073 +12,162	+206%	+$328K	﹤0.01%	5542
2025 Q3	$161K	Sell	5,911 -341	-5%	-$9.23K	﹤0.01%	5969
2025 Q2	$168K	Sell	6,252 -443	-7%	-$11.6K	﹤0.01%	5917
2025 Q1	$176K	Sell	6,695 -8,500	-56%	-$222K	﹤0.01%	5785
2024 Q4	$388K	Buy	15,195 +1,831	+14%	+$50.3K	﹤0.01%	5528
2024 Q3	$386K	Sell	13,364 -603	-4%	-$16.4K	﹤0.01%	5522
2024 Q2	$349K	Buy	13,967 +3,853	+38%	+$94.8K	﹤0.01%	5452
2024 Q1	$258K	Buy	10,114 +1,184	+13%	+$29.7K	﹤0.01%	5631
2023 Q4	$232K	Buy	+8,930	New	+$209K	﹤0.01%	5643

Other funds holding DFGR

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

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

Morgan Stanley's DFGR Position: Q2 2026 in Review

Morgan Stanley reduced its Dimensional Global Real Estate ETF (DFGR) stake by 18% in Q2 2026, selling an estimated $82K and leaving 13,002 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #5673.

Morgan Stanley first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $477K in Q4 2025. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Morgan Stanley held 13,002 shares of Dimensional Global Real Estate ETF worth $377K as of Q2 2026.
Morgan Stanley sold 2,863 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $82K.
Dimensional Global Real Estate ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5673 holding.
Morgan Stanley first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Morgan Stanley's Dimensional Global Real Estate ETF position peaked at $477K in Q4 2025.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.