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O'Shaughnessy Asset Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

O'Shaughnessy Asset Management’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 		$16.7K Sell
575
-59
-9% -$1.69K ﹤0.01% 2394
2026
Q1 		$16.9K Buy
634
+461
+266% +$12.6K ﹤0.01% 2364
2025
Q4 		$4.57K Hold
173
– – ﹤0.01% 2491
2025
Q3 		$4.72K Buy
+173
New +$4.68K ﹤0.01% 2415
2025
Q2 		– Sell
-139
Closed -$3.65K – 2405
2025
Q1 		$3.65K Hold
139
– – ﹤0.01% 2196
2024
Q4 		$3.55K Hold
139
– – ﹤0.01% 2119
2024
Q3 		$3.91K Buy
+139
New +$3.79K ﹤0.01% 2049

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

O'Shaughnessy Asset Management's DFGR Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 9.3% in Q2 2026, selling an estimated $1.69K and leaving 575 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

O'Shaughnessy Asset Management first reported a position in DFGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $16.9K in Q1 2026. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • O'Shaughnessy Asset Management held 575 shares of Dimensional Global Real Estate ETF worth $16.7K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 59 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $1.69K.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2394 holding.
  • O'Shaughnessy Asset Management first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 7 quarters since.
  • O'Shaughnessy Asset Management's Dimensional Global Real Estate ETF position peaked at $16.9K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.