OPS
DFGR icon

Orion Portfolio Solutions’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$809K Buy
30,820
+10,703
+53% +$279K 0.01% 1196
2024
Q4 		$514K Buy
20,117
+1,638
+9% +$45K 0.01% 1340
2024
Q3 		$533K Sell
18,479
-3,865
-17% -$105K 0.01% 1312
2024
Q2 		$558K Buy
22,344
+3,709
+20% +$91.3K 0.01% 1240
2024
Q1 		$476K Buy
18,635
+2,203
+13% +$55.2K 0.01% 1279
2023
Q4 		$425K Sell
16,432
-504
-3% -$11.8K ﹤0.01% 1274
2023
Q3 		$380K Buy
16,936
+2,436
+17% +$58.9K ﹤0.01% 1298
2023
Q2 		$354K Buy
+14,500
New +$353K ﹤0.01% 1342

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Orion Portfolio Solutions's DFGR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Dimensional Global Real Estate ETF (DFGR) stake by 53% in Q1 2025, buying an estimated $279K and bringing the position to 30,820 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #1196.

Orion Portfolio Solutions first reported a position in DFGR in Q2 2023 and has held it in 8 quarters since. 250 funds tracked by Wall St. Rank hold DFGR as of Q1 2025.

  • Orion Portfolio Solutions held 30,820 shares of Dimensional Global Real Estate ETF worth $809K as of Q1 2025.
  • Orion Portfolio Solutions bought 10,703 Dimensional Global Real Estate ETF shares in Q1 2025, an estimated $279K.
  • Dimensional Global Real Estate ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1196 holding.
  • Orion Portfolio Solutions first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 8 quarters since.
  • 250 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.