Stifel Financial
DFGR icon

Stifel Financial’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Stifel Financial’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 		$1.11M Sell
38,406
-179
-0.5% -$5.13K ﹤0.01% 2489
2026
Q1 		$1.03M Sell
38,585
-2,811
-7% -$77.1K ﹤0.01% 2441
2025
Q4 		$1.09M Sell
41,396
-623
-1% -$16.8K ﹤0.01% 2383
2025
Q3 		$1.15M Sell
42,019
-411
-1% -$11.1K ﹤0.01% 2315
2025
Q2 		$1.14M Buy
42,430
+2,229
+6% +$58.5K ﹤0.01% 2242
2025
Q1 		$1.06M Buy
40,201
+1,805
+5% +$47K ﹤0.01% 2190
2024
Q4 		$981K Sell
38,396
-1,184
-3% -$32.5K ﹤0.01% 2254
2024
Q3 		$1.14M Buy
39,580
+6,519
+20% +$178K ﹤0.01% 2146
2024
Q2 		$826K Buy
33,061
+2,003
+6% +$49.3K ﹤0.01% 2302
2024
Q1 		$793K Buy
31,058
+9,527
+44% +$239K ﹤0.01% 2333
2023
Q4 		$559K Buy
21,531
+5,650
+36% +$132K ﹤0.01% 2506
2023
Q3 		$356K Buy
+15,881
New +$384K ﹤0.01% 2689

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Stifel Financial's DFGR Position: Q2 2026 in Review

Stifel Financial reduced its Dimensional Global Real Estate ETF (DFGR) stake by 0.46% in Q2 2026, selling an estimated $5.13K and leaving 38,406 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

Stifel Financial first reported a position in DFGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.15M in Q3 2025. 342 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Stifel Financial held 38,406 shares of Dimensional Global Real Estate ETF worth $1.11M as of Q2 2026.
  • Stifel Financial sold 179 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $5.13K.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2489 holding.
  • Stifel Financial first reported a position in Dimensional Global Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • Stifel Financial's Dimensional Global Real Estate ETF position peaked at $1.15M in Q3 2025.
  • 342 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.