DFGR — DFA Global Real Estate/Dimensional ETF Trust

Ownership history in LAM GROUP, INC. · 13 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in DFA Global Real Estate/Dimensional ETF Trust (DFGR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

4.73% (2023 Q1)

Avg. % of fund

2.72%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

13

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	202,460	+57,915	+40.1%	3.06%	$5.3M	$26.42
2025 Q3	REDUCED	144,545	-970	-0.7%	2.45%	$3.9M	$26.67
2025 Q2	REDUCED	145,515	-35,260	-19.5%	2.61%	$3.9M	$26.00
2025 Q1	REDUCED	180,775	-37,105	-17.0%	3.49%	$4.7M	$25.28

% of Fund (quarterly) DFGR price (monthly, adj. close)

Other funds also holding DFGR

As of 2025 Q4 — sorted by position size

LifeGuide Financial Advisors, LLC 3Y 21.19% Creative Capital Management Investments LLC 3Y 6.42% Forum Financial Management, LP 3Y 5.72% DiNuzzo Private Wealth, Inc. 5.22% Sprinkle Financial Consultants LLC 4.78% CogentBlue Wealth Advisors, LLC 4.41% Rather & Kittrell, Inc. 3Y 4.38% North Ridge Wealth Advisors, Inc. 4.34% JMG Financial Group, Ltd. 3Y 7Y 4.23% Private Wealth Management Group, LLC 4.02%

← Back to LAM GROUP, INC. Holdings