UBS Group
DFGR icon

UBS Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

UBS Group’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 		$744K Buy
25,673
+1,452
+6% +$41.6K ﹤0.01% 5961
2026
Q1 		$644K Buy
24,221
+23,939
+8,489% +$656K ﹤0.01% 5889
2025
Q4 		$7.45K Sell
282
-2,441
-90% -$65.8K ﹤0.01% 8440
2025
Q3 		$74.4K Buy
2,723
+2,285
+522% +$61.9K ﹤0.01% 7303
2025
Q2 		$11.8K Hold
438
– – ﹤0.01% 8771
2025
Q1 		$11.5K Hold
438
– – ﹤0.01% 8547
2024
Q4 		$11.2K Sell
438
-1,178
-73% -$32.3K ﹤0.01% 8251
2024
Q3 		$46.6K Buy
+1,616
New +$44K ﹤0.01% 6867
2023
Q3 		– Sell
-2
Closed -$49 – 9548
2023
Q2 		$49 Buy
+2
New +$49 ﹤0.01% 8604

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 $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

UBS Group's DFGR Position: Q2 2026 in Review

UBS Group increased its Dimensional Global Real Estate ETF (DFGR) stake by 6% in Q2 2026, buying an estimated $41.6K and bringing the position to 25,673 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #5961.

UBS Group first reported a position in DFGR in Q2 2023 and has held it in 9 quarters since. 342 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • UBS Group held 25,673 shares of Dimensional Global Real Estate ETF worth $744K as of Q2 2026.
  • UBS Group bought 1,452 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $41.6K.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5961 holding.
  • UBS Group first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 9 quarters since.
  • 342 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.