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 Q2	$937K	Buy	32,339 +4,797	+17%	+$137K	0.22%	50
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

BWM Planning's DFGR Position: Q2 2026 in Review

BWM Planning increased its Dimensional Global Real Estate ETF (DFGR) stake by 17% in Q2 2026, buying an estimated $137K and bringing the position to 32,339 shares worth $937K. The position accounts for 0.22% of the portfolio, ranked #50.

BWM Planning first reported a position in DFGR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q3 2024. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

BWM Planning held 32,339 shares of Dimensional Global Real Estate ETF worth $937K as of Q2 2026.
BWM Planning bought 4,797 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $137K.
Dimensional Global Real Estate ETF made up 0.22% of BWM Planning's portfolio in Q2 2026, its #50 holding.
BWM Planning first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
BWM Planning's Dimensional Global Real Estate ETF position peaked at $1.41M in Q3 2024.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.