RLIM
DFGR icon

Red Lighthouse Investment Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Red Lighthouse Investment Management’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 		$1.55M Buy
53,385
+10,789
+25% +$309K 0.46% 30
2026
Q1 		$1.13M Buy
42,596
+7,144
+20% +$196K 0.38% 32
2025
Q4 		$937K Buy
35,452
+29,400
+486% +$793K 0.34% 31
2025
Q3 		$165K Buy
6,052
+1,222
+25% +$33.1K 0.06% 80
2025
Q2 		$130K Buy
4,830
+2,457
+104% +$64.5K 0.05% 82
2025
Q1 		$60.6K Sell
2,373
-741
-24% -$19.3K 0.02% 89
2024
Q4 		$79.5K Buy
3,114
+690
+28% +$18.9K 0.03% 87
2024
Q3 		$70K Hold
2,424
– – 0.03% 88
2024
Q2 		$60.6K Buy
2,424
+51
+2% +$1.25K 0.03% 88
2024
Q1 		$60.6K Hold
2,373
– – 0.02% 90
2023
Q4 		$61.7K Buy
2,373
+406
+21% +$9.52K 0.03% 84
2023
Q3 		$44.1K Hold
1,967
– – 0.02% 85
2023
Q2 		$48K Hold
1,967
– – 0.02% 85
2023
Q1 		$48.3K Buy
1,967
+569
+41% +$14.4K 0.02% 83
2022
Q4 		$34.1K Buy
+1,398
New +$34.5K 0.02% 90

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

Red Lighthouse Investment Management's DFGR Position: Q2 2026 in Review

Red Lighthouse Investment Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 25% in Q2 2026, buying an estimated $309K and bringing the position to 53,385 shares worth $1.55M. The position accounts for 0.46% of the portfolio, ranked #30.

Red Lighthouse Investment Management first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Red Lighthouse Investment Management held 53,385 shares of Dimensional Global Real Estate ETF worth $1.55M as of Q2 2026.
  • Red Lighthouse Investment Management bought 10,789 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $309K.
  • Dimensional Global Real Estate ETF made up 0.46% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #30 holding.
  • Red Lighthouse Investment Management first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.