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

Pathstone 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 Q1	$4.4M	Sell	165,547 -2,081	-1%	-$57.1K	0.02%	621
2025 Q4	$4.43M	Sell	167,628 -7,521	-4%	-$203K	0.02%	614
2025 Q3	$4.78M	Sell	175,149 -16,922	-9%	-$458K	0.02%	571
2025 Q2	$5.15M	Sell	192,071 -8,552	-4%	-$225K	0.02%	537
2025 Q1	$5.27M	Sell	200,623 -21,278	-10%	-$554K	0.02%	547
2024 Q4	$5.67M	Sell	221,901 -3,304	-1%	-$90.7K	0.03%	503
2024 Q3	$6.5M	Buy	225,205 +184	+0.1%	+$5.01K	0.03%	469
2024 Q2	$5.62M	Sell	225,021 -17,637	-7%	-$434K	0.03%	485
2024 Q1	$6.2M	Buy	242,658 +10,374	+4%	+$260K	0.03%	447
2023 Q4	$6.03M	Buy	+232,284	New	+$5.45M	0.03%	387

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Pathstone Holdings's DFGR Position: Q1 2026 in Review

Pathstone Holdings reduced its Dimensional Global Real Estate ETF (DFGR) stake by 1.2% in Q1 2026, selling an estimated $57.1K and leaving 165,547 shares worth $4.4M. The position accounts for 0.02% of the portfolio, ranked #621.

Pathstone Holdings first reported a position in DFGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.5M in Q3 2024. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Pathstone Holdings held 165,547 shares of Dimensional Global Real Estate ETF worth $4.4M as of Q1 2026.
Pathstone Holdings sold 2,081 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $57.1K.
Dimensional Global Real Estate ETF made up 0.02% of Pathstone Holdings's portfolio in Q1 2026, its #621 holding.
Pathstone Holdings first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Dimensional Global Real Estate ETF position peaked at $6.5M in Q3 2024.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.