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

OneDigital Investment 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	$21.8M	Buy	820,150 +17,736	+2%	+$486K	0.21%	95
2025 Q4	$21.2M	Buy	802,414 +37,792	+5%	+$1.02M	0.21%	98
2025 Q3	$20.9M	Buy	764,622 +17,824	+2%	+$483K	0.21%	98
2025 Q2	$20M	Buy	746,798 +12,409	+2%	+$326K	0.22%	95
2025 Q1	$19.3M	Buy	734,389 +19,141	+3%	+$499K	0.23%	92
2024 Q4	$18.3M	Buy	715,248 +44,935	+7%	+$1.23M	0.21%	90
2024 Q3	$19.3M	Buy	670,313 +239,643	+56%	+$6.53M	0.22%	88
2024 Q2	$10.8M	Buy	430,670 +81,988	+24%	+$2.02M	0.13%	127
2024 Q1	$8.9M	Buy	348,682 +122,514	+54%	+$3.07M	0.14%	138
2023 Q4	$5.88M	Buy	+226,168	New	+$5.3M	0.1%	165

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

OneDigital Investment Advisors's DFGR Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 2.2% in Q1 2026, buying an estimated $486K and bringing the position to 820,150 shares worth $21.8M. The position accounts for 0.21% of the portfolio, ranked #95.

OneDigital Investment Advisors first reported a position in DFGR in Q4 2023 and has held it in 10 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

OneDigital Investment Advisors held 820,150 shares of Dimensional Global Real Estate ETF worth $21.8M as of Q1 2026.
OneDigital Investment Advisors bought 17,736 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $486K.
Dimensional Global Real Estate ETF made up 0.21% of OneDigital Investment Advisors's portfolio in Q1 2026, its #95 holding.
OneDigital Investment Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.