Truist Financial
DFGR icon

Truist Financial’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Truist Financial’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 		$655K Buy
22,626
+2,251
+11% +$64.5K ﹤0.01% 2030
2026
Q1 		$542K Sell
20,375
-3,353
-14% -$91.9K ﹤0.01% 2041
2025
Q4 		$627K Sell
23,728
-40
-0.2% -$1.08K ﹤0.01% 1908
2025
Q3 		$649K Buy
23,768
+1,069
+5% +$28.9K ﹤0.01% 1871
2025
Q2 		$609K Sell
22,699
-79
-0.3% -$2.07K ﹤0.01% 1860
2025
Q1 		$598K Buy
22,778
+523
+2% +$13.6K ﹤0.01% 1773
2024
Q4 		$568K Sell
22,255
-2,343
-10% -$64.3K ﹤0.01% 1798
2024
Q3 		$710K Buy
24,598
+645
+3% +$17.6K ﹤0.01% 1690
2024
Q2 		$599K Buy
23,953
+3,895
+19% +$95.9K ﹤0.01% 1864
2024
Q1 		$512K Sell
20,058
-456
-2% -$11.4K ﹤0.01% 1960
2023
Q4 		$533K Buy
20,514
+1,780
+10% +$41.7K ﹤0.01% 1926
2023
Q3 		$420K Buy
18,734
+1,823
+11% +$44.1K ﹤0.01% 2012
2023
Q2 		$412K Buy
16,911
+6,682
+65% +$163K ﹤0.01% 2062
2023
Q1 		$251K Buy
+10,229
New +$258K ﹤0.01% 2313

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
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

Truist Financial's DFGR Position: Q2 2026 in Review

Truist Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 11% in Q2 2026, buying an estimated $64.5K and bringing the position to 22,626 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Truist Financial first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. The position peaked at $710K in Q3 2024. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Truist Financial held 22,626 shares of Dimensional Global Real Estate ETF worth $655K as of Q2 2026.
  • Truist Financial bought 2,251 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $64.5K.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2030 holding.
  • Truist Financial first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • Truist Financial's Dimensional Global Real Estate ETF position peaked at $710K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.