Osaic Holdings
DFGR icon

Osaic Holdings’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Osaic Holdings’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 		$5.77M Buy
199,311
+52,273
+36% +$1.5M 0.01% 1430
2026
Q1 		$3.91M Sell
147,038
-6,685
-4% -$183K 0.01% 1525
2025
Q4 		$4.06M Buy
153,723
+15,397
+11% +$415K 0.01% 1521
2025
Q3 		$3.77M Buy
138,326
+16,459
+14% +$446K 0.01% 1697
2025
Q2 		$3.27M Buy
121,867
+27,829
+30% +$731K 0.01% 1535
2025
Q1 		$2.47M Buy
94,038
+14,410
+18% +$376K 0.01% 1506
2024
Q4 		$2.03M Buy
79,628
+6,586
+9% +$181K ﹤0.01% 1648
2024
Q3 		$2.11M Buy
73,042
+7,564
+12% +$206K ﹤0.01% 1669
2024
Q2 		$1.64M Buy
65,478
+13,889
+27% +$342K ﹤0.01% 1778
2024
Q1 		$1.32M Buy
51,589
+16,949
+49% +$425K ﹤0.01% 2057
2023
Q4 		$900K Sell
34,640
-126,476
-78% -$2.97M ﹤0.01% 2624
2023
Q3 		$3.61M Buy
161,116
+9,548
+6% +$231K 0.01% 1528
2023
Q2 		$3.7M Buy
151,568
+9,993
+7% +$243K 0.01% 1392
2023
Q1 		$3.48M Buy
141,575
+18,752
+15% +$474K 0.01% 1401
2022
Q4 		$3M Buy
+122,823
New +$3.03M 0.01% 1447

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

Osaic Holdings's DFGR Position: Q2 2026 in Review

Osaic Holdings increased its Dimensional Global Real Estate ETF (DFGR) stake by 36% in Q2 2026, buying an estimated $1.5M and bringing the position to 199,311 shares worth $5.77M. The position accounts for 0.01% of the portfolio, ranked #1430.

Osaic Holdings first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Osaic Holdings held 199,311 shares of Dimensional Global Real Estate ETF worth $5.77M as of Q2 2026.
  • Osaic Holdings bought 52,273 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $1.5M.
  • Dimensional Global Real Estate ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1430 holding.
  • Osaic Holdings first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.