Prosperity Capital Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Prosperity Capital 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	$1.96M	Sell	67,535 -6,670	-9%	-$191K	0.1%	132
2026 Q1	$1.97M	Buy	74,205 +8,856	+14%	+$243K	0.11%	118
2025 Q4	$1.73M	Sell	65,349 -57,934	-47%	-$1.56M	0.1%	128
2025 Q3	$3.37M	Buy	123,283 +8,483	+7%	+$230K	0.2%	86
2025 Q2	$3.08M	Buy	114,800 +4,394	+4%	+$115K	0.2%	86
2025 Q1	$2.91M	Buy	110,406 +10,199	+10%	+$266K	0.23%	70
2024 Q4	$2.56M	Buy	100,207 +40,219	+67%	+$1.1M	0.21%	81
2024 Q3	$1.73M	Buy	59,988 +43,044	+254%	+$1.17M	0.15%	111
2024 Q2	$423K	Buy	+16,944	New	+$417K	0.05%	212

Other funds holding DFGR

FFM

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

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 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

Prosperity Capital Advisors's DFGR Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 9% in Q2 2026, selling an estimated $191K and leaving 67,535 shares worth $1.96M. The position accounts for 0.1% of the portfolio, ranked #132.

Prosperity Capital Advisors first reported a position in DFGR in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.37M in Q3 2025. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Prosperity Capital Advisors held 67,535 shares of Dimensional Global Real Estate ETF worth $1.96M as of Q2 2026.
Prosperity Capital Advisors sold 6,670 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $191K.
Dimensional Global Real Estate ETF made up 0.1% of Prosperity Capital Advisors's portfolio in Q2 2026, its #132 holding.
Prosperity Capital Advisors first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
Prosperity Capital Advisors's Dimensional Global Real Estate ETF position peaked at $3.37M in Q3 2025.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.