Sutton Place Investors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Sutton Place Investors’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	$1.34M	Buy	46,210 +3,384	+8%	+$96.9K	0.65%	39
2026 Q1	$1.14M	Buy	42,826 +10,591	+33%	+$290K	0.62%	46
2025 Q4	$852K	Buy	32,235 +3,214	+11%	+$86.7K	0.47%	55
2025 Q3	$793K	Buy	29,021 +1,977	+7%	+$53.5K	0.45%	55
2025 Q2	$726K	Buy	27,044 +3,936	+17%	+$103K	0.44%	57
2025 Q1	$607K	Buy	23,108 +84	+0.4%	+$2.19K	0.41%	57
2024 Q4	$588K	Buy	23,024 +13,206	+135%	+$362K	0.34%	70
2024 Q3	$283K	Sell	9,818 -64	-0.6%	-$1.74K	0.17%	97
2024 Q2	$247K	Buy	+9,882	New	+$243K	0.16%	98
2023 Q3	–	Sell	-8,670	Closed	-$211K	–	74
2023 Q2	$211K	Buy	+8,670	New	+$211K	0.29%	61

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

Sutton Place Investors's DFGR Position: Q2 2026 in Review

Sutton Place Investors increased its Dimensional Global Real Estate ETF (DFGR) stake by 7.9% in Q2 2026, buying an estimated $96.9K and bringing the position to 46,210 shares worth $1.34M. The position accounts for 0.65% of the portfolio, ranked #39.

Sutton Place Investors first reported a position in DFGR in Q2 2023 and has held it in 10 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Sutton Place Investors held 46,210 shares of Dimensional Global Real Estate ETF worth $1.34M as of Q2 2026.
Sutton Place Investors bought 3,384 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $96.9K.
Dimensional Global Real Estate ETF made up 0.65% of Sutton Place Investors's portfolio in Q2 2026, its #39 holding.
Sutton Place Investors first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 10 quarters since.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.