VAS
DFGR icon

Vestmark Advisory Solutions’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Vestmark Advisory Solutions’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 		$10.9M Buy
411,583
+112,233
+37% +$3.08M 0.12% 182
2025
Q4 		$7.91M Buy
299,350
+27,738
+10% +$748K 0.11% 198
2025
Q3 		$7.42M Sell
271,612
-229,144
-46% -$6.2M 0.14% 151
2025
Q2 		$13.4M Buy
500,756
+279,218
+126% +$7.33M 0.19% 101
2025
Q1 		$5.82M Buy
221,538
+17,467
+9% +$455K 0.15% 183
2024
Q4 		$5.21M Buy
204,071
+29,703
+17% +$815K 0.18% 116
2024
Q3 		$5.03M Sell
174,368
-198
-0.1% -$5.39K 0.19% 112
2024
Q2 		$4.36M Buy
174,566
+12,138
+7% +$299K 0.18% 120
2024
Q1 		$4.15M Buy
162,428
+31,101
+24% +$780K 0.18% 133
2023
Q4 		$3.41M Buy
131,327
+17,034
+15% +$399K 0.17% 138
2023
Q3 		$2.56M Buy
114,293
+31,500
+38% +$762K 0.19% 135
2023
Q2 		$2.02M Buy
82,793
+26,322
+47% +$641K 0.08% 315
2023
Q1 		$1.39M Buy
+56,471
New +$1.43M 0.06% 353

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 $3.63B AUM 17.91% 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 $1.88B AUM 21.09% 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 $9.92B AUM 21.52% 1-Year Est. Return

Vestmark Advisory Solutions's DFGR Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Dimensional Global Real Estate ETF (DFGR) stake by 37% in Q1 2026, buying an estimated $3.08M and bringing the position to 411,583 shares worth $10.9M. The position accounts for 0.12% of the portfolio, ranked #182.

Vestmark Advisory Solutions first reported a position in DFGR in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.4M in Q2 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Vestmark Advisory Solutions held 411,583 shares of Dimensional Global Real Estate ETF worth $10.9M as of Q1 2026.
  • Vestmark Advisory Solutions bought 112,233 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $3.08M.
  • Dimensional Global Real Estate ETF made up 0.12% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #182 holding.
  • Vestmark Advisory Solutions first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • Vestmark Advisory Solutions's Dimensional Global Real Estate ETF position peaked at $13.4M in Q2 2025.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.