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Smartleaf Asset Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Smartleaf Asset Management’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 		$703K Hold
23,904
– – 0.02% 480
2026
Q1 		$625K Sell
23,904
-372
-2% -$10.2K 0.02% 488
2025
Q4 		$646K Buy
24,276
+9,720
+67% +$262K 0.02% 474
2025
Q3 		$395K Sell
14,556
-197
-1% -$5.33K 0.02% 531
2025
Q2 		$394K Buy
14,753
+274
+2% +$7.19K 0.03% 424
2025
Q1 		$378K Buy
14,479
+104
+0.7% +$2.71K 0.04% 418
2024
Q4 		$365K Buy
14,375
+551
+4% +$15.1K 0.04% 395
2024
Q3 		$397K Buy
13,824
+791
+6% +$21.5K 0.05% 331
2024
Q2 		$323K Buy
13,033
+1,736
+15% +$42.7K 0.05% 305
2024
Q1 		$287K Buy
11,297
+1,646
+17% +$41.3K 0.06% 290
2023
Q4 		$253K Buy
+9,651
New +$226K 0.07% 286

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

Smartleaf Asset Management's DFGR Position: Q2 2026 in Review

Smartleaf Asset Management held its Dimensional Global Real Estate ETF (DFGR) position steady in Q2 2026 at 23,904 shares worth $703K. The position accounts for 0.02% of the portfolio, ranked #480.

Smartleaf Asset Management first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Smartleaf Asset Management held 23,904 shares of Dimensional Global Real Estate ETF worth $703K as of Q2 2026.
  • Smartleaf Asset Management left its Dimensional Global Real Estate ETF share count unchanged in Q2 2026.
  • Dimensional Global Real Estate ETF made up 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #480 holding.
  • Smartleaf Asset Management first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.