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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
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 $7.07B AUM 18.05% 1-Year Est. Return
SC
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
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

Sutton Place Investors's DFGR Position: Q1 2026 in Review

Sutton Place Investors increased its Dimensional Global Real Estate ETF (DFGR) stake by 33% in Q1 2026, buying an estimated $290K and bringing the position to 42,826 shares worth $1.14M. The position accounts for 0.62% of the portfolio, ranked #46.

Sutton Place Investors first reported a position in DFGR in Q2 2023 and has held it in 9 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Sutton Place Investors held 42,826 shares of Dimensional Global Real Estate ETF worth $1.14M as of Q1 2026.
  • Sutton Place Investors bought 10,591 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $290K.
  • Dimensional Global Real Estate ETF made up 0.62% of Sutton Place Investors's portfolio in Q1 2026, its #46 holding.
  • Sutton Place Investors first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 9 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.