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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
Q2 		$445M Buy
15,348,111
+2,599,098
+20% +$74.4M 1.31% 14
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 $7.79B AUM 20.38% 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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Savant Capital's DFGR Position: Q2 2026 in Review

Savant Capital increased its Dimensional Global Real Estate ETF (DFGR) stake by 20% in Q2 2026, buying an estimated $74.4M and bringing the position to 15,348,111 shares worth $445M. The position accounts for 1.31% of the portfolio, ranked #14.

Savant Capital first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Savant Capital held 15,348,111 shares of Dimensional Global Real Estate ETF worth $445M as of Q2 2026.
  • Savant Capital bought 2,599,098 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $74.4M.
  • Dimensional Global Real Estate ETF made up 1.31% of Savant Capital's portfolio in Q2 2026, its #14 holding.
  • Savant Capital first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.