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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
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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
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
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

Baker Tilly Wealth Management's DFGR Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 13% in Q2 2026, buying an estimated $230K and bringing the position to 72,249 shares worth $2.09M. The position accounts for 0.44% of the portfolio, ranked #48.

Baker Tilly Wealth Management first reported a position in DFGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.48M in Q3 2025. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Baker Tilly Wealth Management held 72,249 shares of Dimensional Global Real Estate ETF worth $2.09M as of Q2 2026.
  • Baker Tilly Wealth Management bought 8,042 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $230K.
  • Dimensional Global Real Estate ETF made up 0.44% of Baker Tilly Wealth Management's portfolio in Q2 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 4 quarters since.
  • Baker Tilly Wealth Management's Dimensional Global Real Estate ETF position peaked at $2.48M in Q3 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.