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
Q3 		$674K Buy
24,899
+2,273
+10% +$66.1K ﹤0.01% 2023
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial's DFGR Position: Q3 2026 in Review

Truist Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 10% in Q3 2026, buying an estimated $66.1K and bringing the position to 24,899 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Truist Financial first reported a position in DFGR in Q1 2023 and has held it in 15 quarters since. The position peaked at $710K in Q3 2024. 242 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Truist Financial held 24,899 shares of Dimensional Global Real Estate ETF worth $674K as of Q3 2026.
  • Truist Financial bought 2,273 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $66.1K.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2023 holding.
  • Truist Financial first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 15 quarters since.
  • Truist Financial's Dimensional Global Real Estate ETF position peaked at $710K in Q3 2024.
  • 242 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.