Aegis Wealth Management (Maryland)’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Aegis Wealth Management (Maryland)’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	$2.78M	Buy	95,934 +8,297	+9%	+$238K	1.31%	19
2026 Q1	$2.33M	Sell	87,637 -5,217	-6%	-$143K	1.33%	22
2025 Q4	$2.45M	Buy	92,854 +11,738	+14%	+$317K	1.39%	20
2025 Q3	$2.22M	Buy	81,116 +2,974	+4%	+$80.5K	1.19%	26
2025 Q2	$2.05M	Hold	78,142	–	–	1.23%	26
2025 Q1	$2.05M	Buy	78,142 +18,146	+30%	+$473K	1.21%	26
2024 Q4	$1.53M	Buy	+59,996	New	+$1.65M	1.04%	27

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

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

Aegis Wealth Management (Maryland)'s DFGR Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Dimensional Global Real Estate ETF (DFGR) stake by 9.5% in Q2 2026, buying an estimated $238K and bringing the position to 95,934 shares worth $2.78M. The position accounts for 1.31% of the portfolio, ranked #19.

Aegis Wealth Management (Maryland) first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 338 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Aegis Wealth Management (Maryland) held 95,934 shares of Dimensional Global Real Estate ETF worth $2.78M as of Q2 2026.
Aegis Wealth Management (Maryland) bought 8,297 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $238K.
Dimensional Global Real Estate ETF made up 1.31% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #19 holding.
Aegis Wealth Management (Maryland) first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
338 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.