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Prudent Investor Advisors, LLC’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Prudent Investor Advisors, LLC’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
Q3 		$1.7M Buy
+62,979
New +$1.83M 1.33% 15

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
Verisail Partners
Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RS Crum Inc
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Prudent Investor Advisors, LLC's DFGR Position: Q3 2026 in Review

Prudent Investor Advisors, LLC opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q3 2026: 62,979 shares worth $1.7M. The stake represents 1.33% of the portfolio and ranks #15 among its holdings.

109 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Prudent Investor Advisors, LLC held 62,979 shares of Dimensional Global Real Estate ETF worth $1.7M as of Q3 2026.
  • Dimensional Global Real Estate ETF was a new Prudent Investor Advisors, LLC position in Q3 2026.
  • Dimensional Global Real Estate ETF made up 1.33% of Prudent Investor Advisors, LLC's portfolio in Q3 2026, its #15 holding.
  • 109 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Prudent Investor Advisors, LLC's 13F filing for Q3 2026, filed 22 Oct 2026.