CSWM
DFGR icon

Cassady Schiller Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Cassady Schiller 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
2024
Q4 		$4.52K Buy
+177
New +$4.86K ﹤0.01% 425

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cassady Schiller Wealth Management's DFGR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q4 2024: 177 shares worth $4.52K. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings.

243 funds tracked by Wall St. Rank hold DFGR as of Q4 2024.

  • Cassady Schiller Wealth Management held 177 shares of Dimensional Global Real Estate ETF worth $4.52K as of Q4 2024.
  • Dimensional Global Real Estate ETF was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #425 holding.
  • 243 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.