CWA
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Canvas Wealth Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Canvas Wealth Advisors’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 		$1.03M Buy
35,505
+27,664
+353% +$792K 0.14% 83
2026
Q1 		$208K Buy
+7,841
New +$215K 0.04% 234

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

Canvas Wealth Advisors's DFGR Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 353% in Q2 2026, buying an estimated $792K and bringing the position to 35,505 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #83.

Canvas Wealth Advisors first reported a position in DFGR in Q1 2026 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Canvas Wealth Advisors held 35,505 shares of Dimensional Global Real Estate ETF worth $1.03M as of Q2 2026.
  • Canvas Wealth Advisors bought 27,664 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $792K.
  • Dimensional Global Real Estate ETF made up 0.14% of Canvas Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Canvas Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.