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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
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

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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Cherry Tree Wealth Management's DFGR Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.6% in Q1 2026, buying an estimated $189K and bringing the position to 157,447 shares worth $4.18M. The position accounts for 0.89% of the portfolio, ranked #33.

Cherry Tree Wealth Management first reported a position in DFGR in Q2 2023 and has held it in 12 quarters since. 317 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Cherry Tree Wealth Management held 157,447 shares of Dimensional Global Real Estate ETF worth $4.18M as of Q1 2026.
  • Cherry Tree Wealth Management bought 6,901 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $189K.
  • Dimensional Global Real Estate ETF made up 0.89% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
  • 317 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.