BWM Planning’s Dimensional Global Real Estate ETF DFGR Stock Holding History

BWM Planning’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	$732K	Sell	27,542 -25,137	-48%	-$689K	0.19%	54
2025 Q4	$1.39M	Buy	52,679 +2,904	+6%	+$78.3K	0.37%	38
2025 Q3	$1.36M	Buy	49,775 +14,656	+42%	+$397K	0.4%	36
2025 Q2	$942K	Buy	35,119 +8,032	+30%	+$211K	0.32%	43
2025 Q1	$711K	Sell	27,087 -5,181	-16%	-$135K	0.3%	47
2024 Q4	$824K	Sell	32,268 -16,687	-34%	-$458K	0.36%	46
2024 Q3	$1.41M	Buy	+48,955	New	+$1.33M	0.63%	31

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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 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

BWM Planning's DFGR Position: Q1 2026 in Review

BWM Planning reduced its Dimensional Global Real Estate ETF (DFGR) stake by 48% in Q1 2026, selling an estimated $689K and leaving 27,542 shares worth $732K. The position accounts for 0.19% of the portfolio, ranked #54.

BWM Planning first reported a position in DFGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q3 2024. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

BWM Planning held 27,542 shares of Dimensional Global Real Estate ETF worth $732K as of Q1 2026.
BWM Planning sold 25,137 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $689K.
Dimensional Global Real Estate ETF made up 0.19% of BWM Planning's portfolio in Q1 2026, its #54 holding.
BWM Planning first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 7 quarters since.
BWM Planning's Dimensional Global Real Estate ETF position peaked at $1.41M in Q3 2024.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.