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 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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CCMI

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Peirce Capital Management's DFGR Position: Q2 2026 in Review

Peirce Capital Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 3.5% in Q2 2026, selling an estimated $250K and leaving 244,292 shares worth $7.08M. The position accounts for 2.59% of the portfolio, ranked #13.

Peirce Capital Management first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.37M in Q3 2024. 181 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Peirce Capital Management held 244,292 shares of Dimensional Global Real Estate ETF worth $7.08M as of Q2 2026.
Peirce Capital Management sold 8,731 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $250K.
Dimensional Global Real Estate ETF made up 2.59% of Peirce Capital Management's portfolio in Q2 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 11 quarters since.
Peirce Capital Management's Dimensional Global Real Estate ETF position peaked at $8.37M in Q3 2024.
181 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Peirce Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.