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

Savant 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	$339M	Buy	12,749,013 +2,309,628	+22%	+$63.3M	1.64%	14
2025 Q4	$276M	Buy	10,439,385 +2,763,618	+36%	+$74.5M	1.57%	14
2025 Q3	$210M	Buy	7,675,767 +1,018,926	+15%	+$27.6M	1.27%	15
2025 Q2	$179M	Buy	6,656,841 +1,228,893	+23%	+$32.3M	1.28%	14
2025 Q1	$143M	Buy	5,427,948 +870,796	+19%	+$22.7M	1.21%	15
2024 Q4	$116M	Buy	4,557,152 +838,836	+23%	+$23M	0.91%	18
2024 Q3	$107M	Buy	3,718,316 +995,412	+37%	+$27.1M	0.89%	20
2024 Q2	$68M	Buy	2,722,904 +758,384	+39%	+$18.7M	0.68%	25
2024 Q1	$50.2M	Buy	1,964,520 +400,925	+26%	+$10.1M	0.58%	31
2023 Q4	$40.6M	Buy	1,563,595 +701,498	+81%	+$16.4M	0.52%	38
2023 Q3	$19.3M	Buy	862,097 +387,622	+82%	+$9.38M	0.29%	62
2023 Q2	$11.6M	Buy	474,475 +357,197	+305%	+$8.7M	0.18%	99
2023 Q1	$2.88M	Buy	+117,278	New	+$2.96M	0.05%	182

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Savant Capital's DFGR Position: Q1 2026 in Review

Savant Capital increased its Dimensional Global Real Estate ETF (DFGR) stake by 22% in Q1 2026, buying an estimated $63.3M and bringing the position to 12,749,013 shares worth $339M. The position accounts for 1.64% of the portfolio, ranked #14.

Savant Capital first reported a position in DFGR in Q1 2023 and has held it in 13 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Savant Capital held 12,749,013 shares of Dimensional Global Real Estate ETF worth $339M as of Q1 2026.
Savant Capital bought 2,309,628 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $63.3M.
Dimensional Global Real Estate ETF made up 1.64% of Savant Capital's portfolio in Q1 2026, its #14 holding.
Savant Capital first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.