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
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 Sell
10,114
-7,746
-43% -$194K ﹤0.01% 5631
2023
Q4 		$464K Buy
+17,860
New +$419K ﹤0.01% 5643

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