SAM
DFGR icon

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
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 $7.07B AUM 18.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return