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Principal Securities’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-7,157
Closed -$195K – 1857
2025
Q3 		$195K Buy
7,157
+966
+16% +$26.2K ﹤0.01% 1296
2025
Q2 		$166K Sell
6,191
-4,640
-43% -$122K ﹤0.01% 1313
2025
Q1 		$277K Hold
10,831
– – 0.01% 1010
2024
Q4 		$277K Sell
10,831
-118
-1% -$3.24K 0.01% 1006
2024
Q3 		$316K Sell
10,949
-1,020
-9% -$27.8K 0.01% 914
2024
Q2 		$299K Buy
+11,969
New +$295K 0.01% 884

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
SC
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Principal Securities's DFGR Position: Q4 2025 in Review

Principal Securities sold out of Dimensional Global Real Estate ETF (DFGR) in Q4 2025, closing a stake of 7,157 shares — an estimated $195K sold.

Principal Securities first reported a position in DFGR in Q2 2024 and held it in 6 quarters. The position peaked at $316K in Q3 2024. 314 funds tracked by Wall St. Rank hold DFGR as of Q4 2025.

  • Principal Securities reported no remaining Dimensional Global Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 7,157 Dimensional Global Real Estate ETF shares in Q4 2025, an estimated $195K.
  • Principal Securities first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and held it in 6 quarters.
  • Principal Securities's Dimensional Global Real Estate ETF position peaked at $316K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.