Raymond James Financial
DFGR icon

Raymond James Financial’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Raymond James Financial’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 		$3.07M Buy
106,134
+20,936
+25% +$600K ﹤0.01% 3157
2026
Q1 		$2.26M Buy
85,198
+19,023
+29% +$522K ﹤0.01% 3262
2025
Q4 		$1.75M Buy
66,175
+51,227
+343% +$1.38M ﹤0.01% 3375
2025
Q3 		$408K Buy
14,948
+6,282
+72% +$170K ﹤0.01% 4242
2025
Q2 		$232K Sell
8,666
-28,277
-77% -$742K ﹤0.01% 4437
2025
Q1 		$970K Buy
+36,943
New +$963K ﹤0.01% 3515

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

Raymond James Financial's DFGR Position: Q2 2026 in Review

Raymond James Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 25% in Q2 2026, buying an estimated $600K and bringing the position to 106,134 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3157.

Raymond James Financial first reported a position in DFGR in Q1 2025 and has held it in 6 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Raymond James Financial held 106,134 shares of Dimensional Global Real Estate ETF worth $3.07M as of Q2 2026.
  • Raymond James Financial bought 20,936 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $600K.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3157 holding.
  • Raymond James Financial first reported a position in Dimensional Global Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.