U.S. Capital Wealth Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

U.S. Capital Wealth 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
2026 Q1	$347K	Sell	13,038 -473	-4%	-$13K	0.01%	777
2025 Q4	$357K	Buy	13,511 +265	+2%	+$7.15K	0.01%	754
2025 Q3	$362K	Buy	13,246 +835	+7%	+$22.6K	0.01%	717
2025 Q2	$333K	Buy	12,411 +2,527	+26%	+$66.3K	0.01%	692
2025 Q1	$260K	Hold	9,884	–	–	0.01%	740
2024 Q4	$252K	Buy	9,884 +196	+2%	+$5.38K	0.01%	723
2024 Q3	$280K	Buy	9,688 +115	+1%	+$3.13K	0.01%	602
2024 Q2	$239K	Sell	9,573 -23,690	-71%	-$583K	0.01%	612
2024 Q1	$849K	Buy	33,263 +890	+3%	+$22.3K	0.03%	370
2023 Q4	$841K	Hold	32,373	–	–	0.03%	360
2023 Q3	$725K	Sell	32,373 -1,375	-4%	-$33.3K	0.03%	362
2023 Q2	$823K	Sell	33,748 -1,936	-5%	-$47.2K	0.04%	360
2023 Q1	$876K	Buy	+35,684	New	+$902K	0.04%	326

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 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

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

U.S. Capital Wealth Advisors's DFGR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 3.5% in Q1 2026, selling an estimated $13K and leaving 13,038 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #777.

U.S. Capital Wealth Advisors first reported a position in DFGR in Q1 2023 and has held it in 13 quarters since. The position peaked at $876K in Q1 2023. 318 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

U.S. Capital Wealth Advisors held 13,038 shares of Dimensional Global Real Estate ETF worth $347K as of Q1 2026.
U.S. Capital Wealth Advisors sold 473 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $13K.
Dimensional Global Real Estate ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #777 holding.
U.S. Capital Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
U.S. Capital Wealth Advisors's Dimensional Global Real Estate ETF position peaked at $876K in Q1 2023.
318 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.