RFG Advisory
DFGR icon

RFG Advisory’s Dimensional Global Real Estate ETF DFGR Stock Holding History

RFG Advisory’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 		$8.1M Buy
279,726
+6,262
+2% +$179K 0.13% 109
2026
Q1 		$7.27M Sell
273,464
-9,562
-3% -$262K 0.13% 117
2025
Q4 		$7.48M Buy
283,026
+4,828
+2% +$130K 0.14% 112
2025
Q3 		$7.6M Buy
278,198
+1,810
+0.7% +$49K 0.16% 105
2025
Q2 		$7.42M Sell
276,388
-7,550
-3% -$198K 0.17% 93
2025
Q1 		$7.46M Buy
283,938
+107,943
+61% +$2.81M 0.2% 80
2024
Q4 		$4.49M Buy
175,995
+9,708
+6% +$266K 0.13% 133
2024
Q3 		$4.8M Buy
166,287
+13,776
+9% +$375K 0.15% 122
2024
Q2 		$3.81M Buy
152,511
+12,559
+9% +$309K 0.12% 137
2024
Q1 		$3.57M Buy
139,952
+7,633
+6% +$191K 0.12% 134
2023
Q4 		$3.44M Sell
132,319
-72,704
-35% -$1.7M 0.13% 121
2023
Q3 		$4.59M Buy
205,023
+12,115
+6% +$293K 0.21% 82
2023
Q2 		$4.71M Sell
192,908
-3,187
-2% -$77.6K 0.21% 84
2023
Q1 		$4.81M Buy
196,095
+15,532
+9% +$392K 0.24% 82
2022
Q4 		$4.85M Buy
+180,563
New +$4.45M 0.24% 76

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JMG Financial Group
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
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

RFG Advisory's DFGR Position: Q2 2026 in Review

RFG Advisory increased its Dimensional Global Real Estate ETF (DFGR) stake by 2.3% in Q2 2026, buying an estimated $179K and bringing the position to 279,726 shares worth $8.1M. The position accounts for 0.13% of the portfolio, ranked #109.

RFG Advisory first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • RFG Advisory held 279,726 shares of Dimensional Global Real Estate ETF worth $8.1M as of Q2 2026.
  • RFG Advisory bought 6,262 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $179K.
  • Dimensional Global Real Estate ETF made up 0.13% of RFG Advisory's portfolio in Q2 2026, its #109 holding.
  • RFG Advisory first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.