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

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

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. 340 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.
340 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.