CWP
DFGR icon

Concord Wealth Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Concord Wealth Partners’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 		$17.2K Buy
+593
New +$17K ﹤0.01% 497
2026
Q1 		– Sell
-588
Closed -$15.5K – 330
2025
Q4 		$15.5K Buy
588
+14
+2% +$378 ﹤0.01% 486
2025
Q3 		$15.7K Buy
574
+4
+0.7% +$108 ﹤0.01% 483
2025
Q2 		$15.3K Buy
570
+4
+0.7% +$105 ﹤0.01% 498
2025
Q1 		$14.9K Buy
566
+1
+0.2% +$26 ﹤0.01% 465
2024
Q4 		$14.4K Buy
565
+11
+2% +$302 ﹤0.01% 492
2024
Q3 		$16K Buy
554
+4
+0.7% +$109 ﹤0.01% 505
2024
Q2 		$13.8K Buy
+550
New +$13.5K ﹤0.01% 473

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

Concord Wealth Partners's DFGR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q2 2026: 593 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DFGR as recently as Q4 2025.

Concord Wealth Partners first reported a position in DFGR in Q2 2024 and has held it in 8 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Concord Wealth Partners held 593 shares of Dimensional Global Real Estate ETF worth $17.2K as of Q2 2026.
  • Dimensional Global Real Estate ETF was a new Concord Wealth Partners position in Q2 2026.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #497 holding.
  • Concord Wealth Partners first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.