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Rachor Investment Advisory Services’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Rachor Investment Advisory Services’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 		$118K Buy
4,077
+623
+18% +$17.8K 0.06% 37
2026
Q1 		$91.8K Buy
+3,454
New +$94.7K 0.05% 45

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

Rachor Investment Advisory Services's DFGR Position: Q2 2026 in Review

Rachor Investment Advisory Services increased its Dimensional Global Real Estate ETF (DFGR) stake by 18% in Q2 2026, buying an estimated $17.8K and bringing the position to 4,077 shares worth $118K. The position accounts for 0.06% of the portfolio, ranked #37.

Rachor Investment Advisory Services first reported a position in DFGR in Q1 2026 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Rachor Investment Advisory Services held 4,077 shares of Dimensional Global Real Estate ETF worth $118K as of Q2 2026.
  • Rachor Investment Advisory Services bought 623 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $17.8K.
  • Dimensional Global Real Estate ETF made up 0.06% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #37 holding.
  • Rachor Investment Advisory Services first reported a position in Dimensional Global Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.