Morgan Stanley
DFGR icon

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

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

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. 339 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.
  • 339 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.