PTC
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Private Trust Company’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Private Trust Company’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 		$86.9K Hold
3,000
– – 0.01% 1125
2026
Q1 		$84.9K Hold
3,000
– – 0.01% 1084
2025
Q4 		$79.3K Buy
3,000
+1,000
+50% +$27K 0.01% 1106
2025
Q3 		$54.6K Hold
2,000
– – ﹤0.01% 1230
2025
Q2 		$53.7K Hold
2,000
– – 0.01% 1193
2025
Q1 		$52.5K Hold
2,000
– – 0.01% 1176
2024
Q4 		$51.1K Buy
+2,000
New +$54.9K 0.01% 1157

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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

Private Trust Company's DFGR Position: Q2 2026 in Review

Private Trust Company held its Dimensional Global Real Estate ETF (DFGR) position steady in Q2 2026 at 3,000 shares worth $86.9K. The position accounts for 0.01% of the portfolio, ranked #1125.

Private Trust Company first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Private Trust Company held 3,000 shares of Dimensional Global Real Estate ETF worth $86.9K as of Q2 2026.
  • Private Trust Company left its Dimensional Global Real Estate ETF share count unchanged in Q2 2026.
  • Dimensional Global Real Estate ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1125 holding.
  • Private Trust Company first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.