O'Shaughnessy Asset Management
DFGR icon

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
Q3 		$16.8K Buy
576
+1
+0.2% +$29 ﹤0.01% 2504
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

O'Shaughnessy Asset Management's DFGR Position: Q3 2026 in Review

O'Shaughnessy Asset Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.17% in Q3 2026, buying an estimated $29 and bringing the position to 576 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

O'Shaughnessy Asset Management first reported a position in DFGR in Q3 2024 and has held it in 8 quarters since. The position peaked at $16.9K in Q1 2026. 314 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • O'Shaughnessy Asset Management held 576 shares of Dimensional Global Real Estate ETF worth $16.8K as of Q3 2026.
  • O'Shaughnessy Asset Management bought 1 Dimensional Global Real Estate ETF share in Q3 2026, an estimated $29.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #2504 holding.
  • O'Shaughnessy Asset Management first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
  • O'Shaughnessy Asset Management's Dimensional Global Real Estate ETF position peaked at $16.9K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.