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 Q3	$3.22M	Buy	118,951 +12,817	+12%	+$373K	﹤0.01%	3146
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Raymond James Financial's DFGR Position: Q3 2026 in Review

Raymond James Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 12% in Q3 2026, buying an estimated $373K and bringing the position to 118,951 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3146.

Raymond James Financial first reported a position in DFGR in Q1 2025 and has held it in 7 quarters since. 314 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Raymond James Financial held 118,951 shares of Dimensional Global Real Estate ETF worth $3.22M as of Q3 2026.
Raymond James Financial bought 12,817 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $373K.
Dimensional Global Real Estate ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #3146 holding.
Raymond James Financial first reported a position in Dimensional Global Real Estate ETF in Q1 2025 and has held it in 7 quarters since.
314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.