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

True North 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
2025
Q1 		– Sell
-35,696
Closed -$912K – 244
2024
Q4 		$912K Buy
+35,696
New +$980K 0.21% 68

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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

True North Advisors's DFGR Position: Q1 2025 in Review

True North Advisors sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2025, closing a stake of 35,696 shares — an estimated $912K sold.

True North Advisors first reported a position in DFGR in Q4 2024 and held it in 1 quarter. The position peaked at $912K in Q4 2024. 250 funds tracked by Wall St. Rank hold DFGR as of Q1 2025.

  • True North Advisors reported no remaining Dimensional Global Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • True North Advisors sold 35,696 Dimensional Global Real Estate ETF shares in Q1 2025, an estimated $912K.
  • True North Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and held it in 1 quarter.
  • True North Advisors's Dimensional Global Real Estate ETF position peaked at $912K in Q4 2024.
  • 250 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2025.

Based on True North Advisors's 13F filing for Q1 2025, filed 12 May 2025.