SC&H Financial Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

SC&H Financial Advisors’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	$2.03M	Buy	70,221 +2,850	+4%	+$81.6K	0.27%	48
2026 Q1	$1.79M	Buy	67,371 +2,050	+3%	+$56.2K	0.27%	49
2025 Q4	$1.73M	Buy	65,321 +1,266	+2%	+$34.1K	0.27%	45
2025 Q3	$1.75M	Buy	64,055 +445	+0.7%	+$12K	0.29%	45
2025 Q2	$1.71M	Buy	63,610 +10,087	+19%	+$265K	0.29%	46
2025 Q1	$1.41M	Buy	53,523 +4,063	+8%	+$106K	0.28%	50
2024 Q4	$1.26M	Buy	49,460 +6,166	+14%	+$169K	0.26%	52
2024 Q3	$1.25M	Buy	43,294 +3,716	+9%	+$101K	0.27%	52
2024 Q2	$989K	Buy	39,578 +3,043	+8%	+$74.9K	0.24%	59
2024 Q1	$933K	Buy	36,535 +1,289	+4%	+$32.3K	0.24%	63
2023 Q4	$916K	Buy	35,246 +23,270	+194%	+$546K	0.26%	58
2023 Q3	$268K	Buy	11,976 +2,003	+20%	+$48.5K	0.09%	115
2023 Q2	$243K	Buy	+9,973	New	+$243K	0.08%	120

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 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

SC&H Financial Advisors's DFGR Position: Q2 2026 in Review

SC&H Financial Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.2% in Q2 2026, buying an estimated $81.6K and bringing the position to 70,221 shares worth $2.03M. The position accounts for 0.27% of the portfolio, ranked #48.

SC&H Financial Advisors first reported a position in DFGR in Q2 2023 and has held it in 13 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

SC&H Financial Advisors held 70,221 shares of Dimensional Global Real Estate ETF worth $2.03M as of Q2 2026.
SC&H Financial Advisors bought 2,850 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $81.6K.
Dimensional Global Real Estate ETF made up 0.27% of SC&H Financial Advisors's portfolio in Q2 2026, its #48 holding.
SC&H Financial Advisors first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.