Tactive Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Tactive Advisors’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	$524K	Sell	18,097 -40,918	-69%	-$1.17M	0.13%	141
2026 Q1	$1.57M	Buy	59,015 +1,589	+3%	+$43.6K	0.44%	58
2025 Q4	$1.52M	Sell	57,426 -35,301	-38%	-$952K	0.44%	55
2025 Q3	$2.53M	Buy	+92,727	New	+$2.51M	0.72%	37

Other funds holding DFGR

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return