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

Operose 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 		– Sell
-587
Closed -$15.6K – 557
2026
Q1 		$15.6K Buy
587
+536
+1,051% +$14.7K ﹤0.01% 383
2025
Q4 		$1.35K Hold
51
– – ﹤0.01% 443
2025
Q3 		$1.39K Buy
+51
New +$1.38K ﹤0.01% 417

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JMG Financial Group
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
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Wealthspire Advisors (New York)
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
Focus Partners Advisor Solutions
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 9.69% 1-Year Est. Return

Operose Advisors's DFGR Position: Q2 2026 in Review

Operose Advisors sold out of Dimensional Global Real Estate ETF (DFGR) in Q2 2026, closing a stake of 587 shares — an estimated $15.6K sold.

Operose Advisors first reported a position in DFGR in Q3 2025 and held it in 3 quarters. The position peaked at $15.6K in Q1 2026. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Operose Advisors reported no remaining Dimensional Global Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 587 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $15.6K.
  • Operose Advisors first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and held it in 3 quarters.
  • Operose Advisors's Dimensional Global Real Estate ETF position peaked at $15.6K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

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