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Sage Rhino Capital’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Sage Rhino Capital’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
Q1 		$2.66M Buy
99,972
+15,416
+18% +$423K 0.5% 46
2025
Q4 		$2.23M Buy
84,556
+2,108
+3% +$56.9K 0.42% 52
2025
Q3 		$2.25M Buy
82,448
+2,330
+3% +$63.1K 0.44% 50
2025
Q2 		$2.15M Buy
80,118
+6,781
+9% +$178K 0.45% 50
2025
Q1 		$1.93M Buy
73,337
+984
+1% +$25.6K 0.45% 51
2024
Q4 		$1.85M Buy
72,353
+16,802
+30% +$461K 0.4% 53
2024
Q3 		$1.6M Sell
55,551
-3,623
-6% -$98.7K 0.36% 56
2024
Q2 		$1.48M Buy
59,174
+1,192
+2% +$29.3K 0.35% 58
2024
Q1 		$1.48M Buy
57,982
+3,506
+6% +$87.9K 0.35% 61
2023
Q4 		$1.42M Sell
54,476
-1,413
-3% -$33.1K 0.36% 56
2023
Q3 		$1.25M Buy
55,889
+1,467
+3% +$35.5K 0.35% 61
2023
Q2 		$1.33M Buy
54,422
+3,116
+6% +$75.9K 0.37% 58
2023
Q1 		$1.26M Buy
51,306
+1,162
+2% +$29.4K 0.37% 57
2022
Q4 		$1.22M Buy
+50,144
New +$1.24M 0.39% 54

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Sage Rhino Capital's DFGR Position: Q1 2026 in Review

Sage Rhino Capital increased its Dimensional Global Real Estate ETF (DFGR) stake by 18% in Q1 2026, buying an estimated $423K and bringing the position to 99,972 shares worth $2.66M. The position accounts for 0.5% of the portfolio, ranked #46.

Sage Rhino Capital first reported a position in DFGR in Q4 2022 and has held it in 14 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Sage Rhino Capital held 99,972 shares of Dimensional Global Real Estate ETF worth $2.66M as of Q1 2026.
  • Sage Rhino Capital bought 15,416 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $423K.
  • Dimensional Global Real Estate ETF made up 0.5% of Sage Rhino Capital's portfolio in Q1 2026, its #46 holding.
  • Sage Rhino Capital first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.