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Trust Company of the South’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Trust Company of the South’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 		– Sell
-47,633
Closed -$1.26M – 145
2025
Q4 		$1.26M Sell
47,633
-39,383
-45% -$1.06M 0.2% 47
2025
Q3 		$2.38M Sell
87,016
-6,952
-7% -$188K 0.39% 27
2025
Q2 		$2.52M Buy
93,968
+18,792
+25% +$493K 0.45% 26
2025
Q1 		$1.97M Buy
75,176
+27,086
+56% +$706K 0.41% 28
2024
Q4 		$1.23M Buy
48,090
+11,802
+33% +$324K 0.25% 43
2024
Q3 		$1.05M Buy
36,288
+5,174
+17% +$141K 0.22% 49
2024
Q2 		$778K Buy
31,114
+1,500
+5% +$36.9K 0.18% 52
2024
Q1 		$756K Buy
29,614
+10,016
+51% +$251K 0.17% 57
2023
Q4 		$509K Buy
+19,598
New +$459K 0.13% 61

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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 $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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 $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 $11.8B AUM 25.68% 1-Year Est. Return

Trust Company of the South's DFGR Position: Q1 2026 in Review

Trust Company of the South sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2026, closing a stake of 47,633 shares — an estimated $1.26M sold.

Trust Company of the South first reported a position in DFGR in Q4 2023 and held it in 9 quarters. The position peaked at $2.52M in Q2 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Trust Company of the South reported no remaining Dimensional Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Trust Company of the South sold 47,633 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $1.26M.
  • Trust Company of the South first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and held it in 9 quarters.
  • Trust Company of the South's Dimensional Global Real Estate ETF position peaked at $2.52M in Q2 2025.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Trust Company of the South's 13F filing for Q1 2026, filed 6 Apr 2026.