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Burton Enright Welch’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Burton Enright Welch’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 		$3.12M Sell
107,587
-3,409
-3% -$97.6K 0.37% 32
2026
Q1 		$2.95M Sell
110,996
-393
-0.4% -$10.8K 0.4% 30
2025
Q4 		$2.94M Buy
111,389
+215
+0.2% +$5.8K 0.41% 32
2025
Q3 		$3.04M Sell
111,174
-719
-0.6% -$19.5K 0.46% 29
2025
Q2 		$3M Sell
111,893
-373
-0.3% -$9.79K 0.52% 28
2025
Q1 		$2.95M Buy
112,266
+3,513
+3% +$91.5K 0.6% 23
2024
Q4 		$2.78M Buy
108,753
+779
+0.7% +$21.4K 0.58% 26
2024
Q3 		$3.12M Buy
107,974
+2,983
+3% +$81.3K 0.67% 23
2024
Q2 		$2.62M Buy
104,991
+12,793
+14% +$315K 0.6% 24
2024
Q1 		$2.35M Sell
92,198
-2,263
-2% -$56.8K 0.57% 25
2023
Q4 		$2.45M Buy
94,461
+61,245
+184% +$1.44M 0.66% 20
2023
Q3 		$744K Sell
33,216
-29,751
-47% -$720K 0.23% 37
2023
Q2 		$1.54M Buy
62,967
+19,817
+46% +$483K 0.48% 24
2023
Q1 		$1.06M Buy
+43,150
New +$1.09M 0.4% 28

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

Burton Enright Welch's DFGR Position: Q2 2026 in Review

Burton Enright Welch reduced its Dimensional Global Real Estate ETF (DFGR) stake by 3.1% in Q2 2026, selling an estimated $97.6K and leaving 107,587 shares worth $3.12M. The position accounts for 0.37% of the portfolio, ranked #32.

Burton Enright Welch first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Burton Enright Welch held 107,587 shares of Dimensional Global Real Estate ETF worth $3.12M as of Q2 2026.
  • Burton Enright Welch sold 3,409 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $97.6K.
  • Dimensional Global Real Estate ETF made up 0.37% of Burton Enright Welch's portfolio in Q2 2026, its #32 holding.
  • Burton Enright Welch first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.