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Savvy Advisors Inc’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Savvy Advisors Inc’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 		$1.78M Buy
61,491
+6,647
+12% +$190K 0.04% 365
2026
Q1 		$1.46M Buy
54,844
+8,811
+19% +$242K 0.04% 340
2025
Q4 		$1.22M Buy
46,033
+2,985
+7% +$80.5K 0.04% 329
2025
Q3 		$1.18M Buy
43,048
+562
+1% +$15.2K 0.05% 238
2025
Q2 		$1.14M Buy
42,486
+28,980
+215% +$761K 0.08% 193
2025
Q1 		$355K Buy
+13,506
New +$352K 0.04% 349

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Savvy Advisors Inc's DFGR Position: Q2 2026 in Review

Savvy Advisors Inc increased its Dimensional Global Real Estate ETF (DFGR) stake by 12% in Q2 2026, buying an estimated $190K and bringing the position to 61,491 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #365.

Savvy Advisors Inc first reported a position in DFGR in Q1 2025 and has held it in 6 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Savvy Advisors Inc held 61,491 shares of Dimensional Global Real Estate ETF worth $1.78M as of Q2 2026.
  • Savvy Advisors Inc bought 6,647 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $190K.
  • Dimensional Global Real Estate ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #365 holding.
  • Savvy Advisors Inc first reported a position in Dimensional Global Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.