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Bridge Generations Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Bridge Generations 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
Q1 		$9.56M Buy
359,686
+11,864
+3% +$325K 5.48% 5
2025
Q4 		$9.19M Buy
347,822
+2,522
+0.7% +$68K 5.69% 5
2025
Q3 		$9.43M Sell
345,300
-28,611
-8% -$775K 6.26% 4
2025
Q2 		$10M Sell
373,911
-9,980
-3% -$262K 6.08% 3
2025
Q1 		$10.1M Sell
383,891
-8,368
-2% -$218K 6.33% 3
2024
Q4 		$10M Buy
+392,259
New +$10.8M 6.62% 4

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Bridge Generations Wealth Management's DFGR Position: Q1 2026 in Review

Bridge Generations Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.4% in Q1 2026, buying an estimated $325K and bringing the position to 359,686 shares worth $9.56M. The position accounts for 5.48% of the portfolio, ranked #5.

Bridge Generations Wealth Management first reported a position in DFGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.1M in Q1 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Bridge Generations Wealth Management held 359,686 shares of Dimensional Global Real Estate ETF worth $9.56M as of Q1 2026.
  • Bridge Generations Wealth Management bought 11,864 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $325K.
  • Dimensional Global Real Estate ETF made up 5.48% of Bridge Generations Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Bridge Generations Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • Bridge Generations Wealth Management's Dimensional Global Real Estate ETF position peaked at $10.1M in Q1 2025.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.