Quantum Financial Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Quantum Financial 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	$18.9M	Buy	653,829 +7,800	+1%	+$223K	1.87%	16
2026 Q1	$17.2M	Sell	646,029 -9,084	-1%	-$249K	1.93%	17
2025 Q4	$17.3M	Buy	655,113 +668	+0.1%	+$18K	1.94%	14
2025 Q3	$17.9M	Sell	654,445 -28,887	-4%	-$782K	2.18%	11
2025 Q2	$18.3M	Sell	683,332 -56,621	-8%	-$1.49M	2.48%	9
2025 Q1	$19.4M	Sell	739,953 -91,814	-11%	-$2.39M	2.9%	8
2024 Q4	$21.2M	Buy	831,767 +6,150	+0.7%	+$169K	3.24%	6
2024 Q3	$23.8M	Sell	825,617 -16,132	-2%	-$439K	3.73%	5
2024 Q2	$21M	Sell	841,749 -4,565	-0.5%	-$112K	3.69%	5
2024 Q1	$21.6M	Sell	846,314 -29,330	-3%	-$736K	3.98%	5
2023 Q4	$22.7M	Buy	875,644 +853,760	+3,901%	+$20M	5.55%	4
2023 Q3	$490K	Buy	21,884 +4	+0%	+$97	0.14%	53
2023 Q2	$534K	Sell	21,880 -50	-0.2%	-$1.22K	0.16%	42
2023 Q1	$538K	Buy	+21,930	New	+$554K	0.17%	39

Other funds holding DFGR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

GWWM

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

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quantum Financial Advisors's DFGR Position: Q2 2026 in Review

Quantum Financial Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.2% in Q2 2026, buying an estimated $223K and bringing the position to 653,829 shares worth $18.9M. The position accounts for 1.87% of the portfolio, ranked #16.

Quantum Financial Advisors first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. The position peaked at $23.8M in Q3 2024. 74 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Quantum Financial Advisors held 653,829 shares of Dimensional Global Real Estate ETF worth $18.9M as of Q2 2026.
Quantum Financial Advisors bought 7,800 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $223K.
Dimensional Global Real Estate ETF made up 1.87% of Quantum Financial Advisors's portfolio in Q2 2026, its #16 holding.
Quantum Financial Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
Quantum Financial Advisors's Dimensional Global Real Estate ETF position peaked at $23.8M in Q3 2024.
74 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.