NewEdge Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

NewEdge Advisors’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	$2.08M	Sell	78,324 -10,954	-12%	-$300K	0.01%	1080
2025 Q4	$2.36M	Sell	89,278 -4,536	-5%	-$122K	0.01%	987
2025 Q3	$2.56M	Sell	93,814 -13,595	-13%	-$368K	0.01%	892
2025 Q2	$2.88M	Sell	107,409 -7,442	-6%	-$195K	0.01%	770
2025 Q1	$3.02M	Sell	114,851 -40,055	-26%	-$1.04M	0.02%	682
2024 Q4	$3.96M	Buy	154,906 +3,991	+3%	+$110K	0.02%	581
2024 Q3	$4.36M	Buy	150,915 +60,853	+68%	+$1.66M	0.03%	526
2024 Q2	$2.25M	Buy	90,062 +2,836	+3%	+$69.8K	0.02%	700
2024 Q1	$2.23M	Buy	87,226 +953	+1%	+$23.9K	0.02%	648
2023 Q4	$2.17M	Buy	86,273 +66,140	+329%	+$1.55M	0.02%	629
2023 Q3	$451K	Buy	20,133 +10,335	+105%	+$250K	0.01%	1220
2023 Q2	$239K	Buy	+9,798	New	+$239K	﹤0.01%	1564

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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 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

NewEdge Advisors's DFGR Position: Q1 2026 in Review

NewEdge Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 12% in Q1 2026, selling an estimated $300K and leaving 78,324 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #1080.

NewEdge Advisors first reported a position in DFGR in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.36M in Q3 2024. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

NewEdge Advisors held 78,324 shares of Dimensional Global Real Estate ETF worth $2.08M as of Q1 2026.
NewEdge Advisors sold 10,954 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $300K.
Dimensional Global Real Estate ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1080 holding.
NewEdge Advisors first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
NewEdge Advisors's Dimensional Global Real Estate ETF position peaked at $4.36M in Q3 2024.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.