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DFGR icon

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
Q2 		$2.46M Buy
85,033
+6,709
+9% +$192K 0.01% 1107
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 $7.79B 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

NewEdge Advisors's DFGR Position: Q2 2026 in Review

NewEdge Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 8.6% in Q2 2026, buying an estimated $192K and bringing the position to 85,033 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #1107.

NewEdge Advisors first reported a position in DFGR in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.36M in Q3 2024. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • NewEdge Advisors held 85,033 shares of Dimensional Global Real Estate ETF worth $2.46M as of Q2 2026.
  • NewEdge Advisors bought 6,709 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $192K.
  • Dimensional Global Real Estate ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1107 holding.
  • NewEdge Advisors first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • NewEdge Advisors's Dimensional Global Real Estate ETF position peaked at $4.36M in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.