BTWM
DFGR icon

Baker Tilly Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Baker Tilly Wealth Management’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
Q3 		$2.01M Buy
74,124
+1,875
+3% +$54.5K 0.39% 48
2026
Q2 		$2.09M Buy
72,249
+8,042
+13% +$230K 0.44% 48
2026
Q1 		$1.71M Buy
64,207
+9,848
+18% +$270K 0.42% 48
2025
Q4 		$1.44M Sell
54,359
-36,513
-40% -$985K 0.35% 51
2025
Q3 		$2.48M Buy
+90,872
New +$2.46M 0.56% 41

Other funds holding DFGR

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return

Baker Tilly Wealth Management's DFGR Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 2.6% in Q3 2026, buying an estimated $54.5K and bringing the position to 74,124 shares worth $2.01M. The position accounts for 0.39% of the portfolio, ranked #48.

Baker Tilly Wealth Management first reported a position in DFGR in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.48M in Q3 2025. 13 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Baker Tilly Wealth Management held 74,124 shares of Dimensional Global Real Estate ETF worth $2.01M as of Q3 2026.
  • Baker Tilly Wealth Management bought 1,875 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $54.5K.
  • Dimensional Global Real Estate ETF made up 0.39% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Baker Tilly Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and has held it in 5 quarters since.
  • Baker Tilly Wealth Management's Dimensional Global Real Estate ETF position peaked at $2.48M in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.