Beacon Hill Wealth Management
DFGR icon

Beacon Hill Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Beacon Hill 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 		$1.72M Buy
63,589
+10,495
+20% +$305K 1.05% 12
2026
Q2 		$1.54M Buy
+53,094
New +$1.52M 1.07% 13

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Brighton Jones LLC
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Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Beacon Hill Wealth Management's DFGR Position: Q3 2026 in Review

Beacon Hill Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 20% in Q3 2026, buying an estimated $305K and bringing the position to 63,589 shares worth $1.72M. The position accounts for 1.05% of the portfolio, ranked #12.

Beacon Hill Wealth Management first reported a position in DFGR in Q2 2026 and has held it in 2 quarters since. 314 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Beacon Hill Wealth Management held 63,589 shares of Dimensional Global Real Estate ETF worth $1.72M as of Q3 2026.
  • Beacon Hill Wealth Management bought 10,495 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $305K.
  • Dimensional Global Real Estate ETF made up 1.05% of Beacon Hill Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Beacon Hill Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q2 2026 and has held it in 2 quarters since.
  • 314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Beacon Hill Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.