VA
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Veratis Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Veratis 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
Q2 		$2.66M Buy
+91,771
New +$2.63M 1.88% 12
2025
Q4 		$2.68M Buy
+93,451
New +$2.52M 2.12% 12

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
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
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Veratis Advisors's DFGR Position: Q2 2026 in Review

Veratis Advisors opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q2 2026: 91,771 shares worth $2.66M. The stake represents 1.88% of the portfolio and ranks #12 among its holdings. This is a return to the name: Veratis Advisors previously reported a position in DFGR as recently as Q4 2025.

Veratis Advisors first reported a position in DFGR in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.68M in Q4 2025. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Veratis Advisors held 91,771 shares of Dimensional Global Real Estate ETF worth $2.66M as of Q2 2026.
  • Dimensional Global Real Estate ETF was a new Veratis Advisors position in Q2 2026.
  • Dimensional Global Real Estate ETF made up 1.88% of Veratis Advisors's portfolio in Q2 2026, its #12 holding.
  • Veratis Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • Veratis Advisors's Dimensional Global Real Estate ETF position peaked at $2.68M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Veratis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.