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
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

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SC
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JFG
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Focus Partners Wealth
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BJL
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TWA
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WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return