Cherry Tree Wealth Management
DFGR icon

Cherry Tree Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Cherry Tree 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
2026
Q3 		$4.73M Sell
174,867
-10,881
-6% -$316K 0.89% 37
2026
Q2 		$5.38M Buy
185,748
+28,301
+18% +$811K 1.01% 32
2026
Q1 		$4.18M Buy
157,447
+6,901
+5% +$189K 0.89% 33
2025
Q4 		$3.98M Buy
150,546
+5,635
+4% +$152K 0.84% 35
2025
Q3 		$3.96M Buy
144,911
+14,282
+11% +$387K 0.87% 35
2025
Q2 		$3.5M Buy
130,629
+3,423
+3% +$89.9K 0.81% 36
2025
Q1 		$3.34M Buy
127,206
+2,416
+2% +$63K 0.81% 35
2024
Q4 		$3.19M Buy
124,790
+4,338
+4% +$119K 0.79% 38
2024
Q3 		$3.48M Buy
120,452
+33,676
+39% +$917K 0.82% 34
2024
Q2 		$2.17M Buy
86,776
+5,455
+7% +$134K 0.54% 43
2024
Q1 		$2.08M Buy
81,321
+8,567
+12% +$215K 0.52% 43
2023
Q4 		$1.89M Buy
72,754
+13,309
+22% +$312K 0.51% 42
2023
Q3 		$1.33M Buy
59,445
+2,611
+5% +$63.2K 0.39% 46
2023
Q2 		$1.39M Buy
+56,834
New +$1.38M 0.4% 44

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
Verisail Partners
Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RS Crum Inc
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Cherry Tree Wealth Management's DFGR Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 5.9% in Q3 2026, selling an estimated $316K and leaving 174,867 shares worth $4.73M. The position accounts for 0.89% of the portfolio, ranked #37.

Cherry Tree Wealth Management first reported a position in DFGR in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.38M in Q2 2026. 109 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Cherry Tree Wealth Management held 174,867 shares of Dimensional Global Real Estate ETF worth $4.73M as of Q3 2026.
  • Cherry Tree Wealth Management sold 10,881 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $316K.
  • Dimensional Global Real Estate ETF made up 0.89% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Dimensional Global Real Estate ETF position peaked at $5.38M in Q2 2026.
  • 109 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.