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Austin Private Wealth’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Austin Private Wealth’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
2025
Q4 		$502K Buy
19,009
+816
+4% +$22K 0.04% 176
2025
Q3 		$497K Buy
18,193
+2,160
+13% +$58.5K 0.04% 179
2025
Q2 		$430K Buy
16,033
+3,876
+32% +$102K 0.03% 193
2025
Q1 		$319K Buy
+12,157
New +$317K 0.03% 209

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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Austin Private Wealth's DFGR Position: Q4 2025 in Review

Austin Private Wealth increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.5% in Q4 2025, buying an estimated $22K and bringing the position to 19,009 shares worth $502K. The position accounts for 0.04% of the portfolio, ranked #176.

Austin Private Wealth first reported a position in DFGR in Q1 2025 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold DFGR as of Q4 2025.

  • Austin Private Wealth held 19,009 shares of Dimensional Global Real Estate ETF worth $502K as of Q4 2025.
  • Austin Private Wealth bought 816 Dimensional Global Real Estate ETF shares in Q4 2025, an estimated $22K.
  • Dimensional Global Real Estate ETF made up 0.04% of Austin Private Wealth's portfolio in Q4 2025, its #176 holding.
  • Austin Private Wealth first reported a position in Dimensional Global Real Estate ETF in Q1 2025 and has held it in 4 quarters since.
  • 314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.