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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

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. 341 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.
341 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.