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

TCI Wealth 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 		$81.3M Buy
2,805,784
+21,100
+0.8% +$604K 3.52% 9
2026
Q1 		$74M Buy
2,784,684
+130,168
+5% +$3.57M 3.93% 8
2025
Q4 		$70.1M Buy
2,654,516
+396,121
+18% +$10.7M 3.87% 8
2025
Q3 		$61.7M Buy
2,258,395
+324,375
+17% +$8.78M 3.68% 8
2025
Q2 		$51.9M Buy
1,934,020
+314,464
+19% +$8.26M 3.56% 8
2025
Q1 		$42.5M Buy
1,619,556
+280,631
+21% +$7.31M 3.4% 8
2024
Q4 		$34.2M Buy
1,338,925
+187,940
+16% +$5.16M 2.86% 9
2024
Q3 		$33.2M Buy
1,150,985
+180,924
+19% +$4.93M 2.8% 9
2024
Q2 		$24.2M Buy
970,061
+245,628
+34% +$6.04M 2.29% 10
2024
Q1 		$18.5M Buy
724,433
+51,858
+8% +$1.3M 1.82% 14
2023
Q4 		$17.5M Buy
672,575
+568,573
+547% +$13.3M 1.86% 12
2023
Q3 		$2.33M Buy
104,002
+44,722
+75% +$1.08M 0.3% 39
2023
Q2 		$1.45M Buy
59,280
+6,654
+13% +$162K 0.18% 50
2023
Q1 		$1.29M Buy
52,626
+28,970
+122% +$732K 0.17% 54
2022
Q4 		$577K Buy
+23,656
New +$584K 0.08% 89

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
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
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
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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

TCI Wealth Advisors's DFGR Position: Q2 2026 in Review

TCI Wealth Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.76% in Q2 2026, buying an estimated $604K and bringing the position to 2,805,784 shares worth $81.3M. The position accounts for 3.52% of the portfolio, ranked #9.

TCI Wealth Advisors first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • TCI Wealth Advisors held 2,805,784 shares of Dimensional Global Real Estate ETF worth $81.3M as of Q2 2026.
  • TCI Wealth Advisors bought 21,100 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $604K.
  • Dimensional Global Real Estate ETF made up 3.52% of TCI Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • TCI Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.