Porter White Investment Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Porter White Investment Advisors’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	$2.97M	Sell	102,562 -394	-0.4%	-$11.3K	1.14%	16
2026 Q1	$2.74M	Buy	102,956 +29	+0%	+$795	1.1%	16
2025 Q4	$2.72M	Buy	102,927 +4,517	+5%	+$122K	1.12%	16
2025 Q3	$2.69M	Buy	98,410 +182	+0.2%	+$4.93K	1.15%	16
2025 Q2	$2.64M	Buy	98,228 +12,019	+14%	+$316K	1.23%	13
2025 Q1	$2.26M	Buy	86,209 +7,099	+9%	+$185K	1.12%	13
2024 Q4	$2.02M	Buy	79,110 +3,103	+4%	+$85.2K	1.02%	13
2024 Q3	$2.19M	Buy	76,007 +3,362	+5%	+$91.6K	1.1%	13
2024 Q2	$1.82M	Buy	72,645 +8,965	+14%	+$221K	0.97%	14
2024 Q1	$1.63M	Buy	63,680 +19,696	+45%	+$494K	0.86%	14
2023 Q4	$1.14M	Buy	+43,984	New	+$1.03M	0.71%	16

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

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 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

Porter White Investment Advisors's DFGR Position: Q2 2026 in Review

Porter White Investment Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 0.38% in Q2 2026, selling an estimated $11.3K and leaving 102,562 shares worth $2.97M. The position accounts for 1.14% of the portfolio, ranked #16.

Porter White Investment Advisors first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Porter White Investment Advisors held 102,562 shares of Dimensional Global Real Estate ETF worth $2.97M as of Q2 2026.
Porter White Investment Advisors sold 394 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $11.3K.
Dimensional Global Real Estate ETF made up 1.14% of Porter White Investment Advisors's portfolio in Q2 2026, its #16 holding.
Porter White Investment Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
212 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.