Peirce Capital Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Peirce Capital 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	$6.61M	Buy	244,313 +21	+0%	+$610	2.43%	13
2026 Q2	$7.08M	Sell	244,292 -8,731	-3%	-$250K	2.59%	13
2026 Q1	$6.73M	Buy	253,023 +1,386	+0.6%	+$38K	2.63%	12
2025 Q4	$6.65M	Buy	251,637 +8,037	+3%	+$217K	2.65%	12
2025 Q3	$6.65M	Buy	243,600 +2,276	+0.9%	+$61.6K	2.77%	12
2025 Q2	$6.47M	Sell	241,324 -24,835	-9%	-$652K	2.87%	12
2025 Q1	$6.99M	Sell	266,159 -8,652	-3%	-$225K	3.46%	11
2024 Q4	$7.02M	Sell	274,811 -15,139	-5%	-$416K	3.6%	11
2024 Q3	$8.37M	Buy	289,950 +2,858	+1%	+$77.9K	4.2%	10
2024 Q2	$7.17M	Buy	287,092 +14,175	+5%	+$349K	3.8%	11
2024 Q1	$6.97M	Buy	272,917 +25,955	+11%	+$651K	3.83%	11
2023 Q4	$6.42M	Buy	+246,962	New	+$5.79M	3.87%	10

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return

Peirce Capital Management's DFGR Position: Q3 2026 in Review

Peirce Capital Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.01% in Q3 2026, buying an estimated $610 and bringing the position to 244,313 shares worth $6.61M. The position accounts for 2.43% of the portfolio, ranked #13.

Peirce Capital Management first reported a position in DFGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.37M in Q3 2024. 205 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Peirce Capital Management held 244,313 shares of Dimensional Global Real Estate ETF worth $6.61M as of Q3 2026.
Peirce Capital Management bought 21 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $610.
Dimensional Global Real Estate ETF made up 2.43% of Peirce Capital Management's portfolio in Q3 2026, its #13 holding.
Peirce Capital Management first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
Peirce Capital Management's Dimensional Global Real Estate ETF position peaked at $8.37M in Q3 2024.
205 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Peirce Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.