Steward Partners Investment Advisory’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Steward Partners Investment Advisory’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	$1.63M	Buy	56,151 +8,576	+18%	+$246K	0.01%	1031
2026 Q1	$1.26M	Buy	47,575 +28,225	+146%	+$774K	0.01%	1037
2025 Q4	$511K	Buy	19,350 +17,608	+1,011%	+$475K	﹤0.01%	1407
2025 Q3	$47.6K	Buy	+1,742	New	+$47.2K	﹤0.01%	2631
2025 Q1	–	Sell	-2,125	Closed	-$54.3K	–	4043
2024 Q4	$54.3K	Buy	2,125 +800	+60%	+$22K	﹤0.01%	2292
2024 Q3	$38.2K	Sell	1,325 -2,150	-62%	-$58.6K	﹤0.01%	2367
2024 Q2	$86.8K	Buy	+3,475	New	+$85.5K	﹤0.01%	1852

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

Steward Partners Investment Advisory's DFGR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Dimensional Global Real Estate ETF (DFGR) stake by 18% in Q2 2026, buying an estimated $246K and bringing the position to 56,151 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #1031.

Steward Partners Investment Advisory first reported a position in DFGR in Q2 2024 and has held it in 7 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Steward Partners Investment Advisory held 56,151 shares of Dimensional Global Real Estate ETF worth $1.63M as of Q2 2026.
Steward Partners Investment Advisory bought 8,576 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $246K.
Dimensional Global Real Estate ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1031 holding.
Steward Partners Investment Advisory first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 7 quarters since.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.