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 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 $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 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

Stifel Financial's DFGR Position: Q1 2026 in Review

Stifel Financial reduced its Dimensional Global Real Estate ETF (DFGR) stake by 6.8% in Q1 2026, selling an estimated $77.1K and leaving 38,585 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

Stifel Financial first reported a position in DFGR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q3 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Stifel Financial held 38,585 shares of Dimensional Global Real Estate ETF worth $1.03M as of Q1 2026.
Stifel Financial sold 2,811 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $77.1K.
Dimensional Global Real Estate ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2441 holding.
Stifel Financial first reported a position in Dimensional Global Real Estate ETF in Q3 2023 and has held it in 11 quarters since.
Stifel Financial's Dimensional Global Real Estate ETF position peaked at $1.15M in Q3 2025.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.