CWM
DFGR icon

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

Core 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
Q2 		$1.04M Buy
35,791
+662
+2% +$19K 0.29% 13
2026
Q1 		$934K Buy
35,129
+7,103
+25% +$195K 0.29% 14
2025
Q4 		$740K Buy
28,026
+1,557
+6% +$42K 0.23% 17
2025
Q3 		$723K Buy
26,469
+4,278
+19% +$116K 0.23% 18
2025
Q2 		$595K Buy
22,191
+2,197
+11% +$57.7K 0.21% 18
2025
Q1 		$525K Buy
19,994
+6,103
+44% +$159K 0.2% 21
2024
Q4 		$355K Buy
13,891
+292
+2% +$8.01K 0.14% 20
2024
Q3 		$340K Hold
13,599
– – 0.14% 18
2024
Q2 		$340K Sell
13,599
-12,725
-48% -$313K 0.14% 18
2024
Q1 		$672K Sell
26,324
-18
-0.1% -$451 0.29% 11
2023
Q4 		$684K Buy
26,342
+16,507
+168% +$387K 0.33% 11
2023
Q3 		$220K Buy
+9,835
New +$238K 0.11% 16

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

Core Wealth Management's DFGR Position: Q2 2026 in Review

Core Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.9% in Q2 2026, buying an estimated $19K and bringing the position to 35,791 shares worth $1.04M. The position accounts for 0.29% of the portfolio, ranked #13.

Core Wealth Management first reported a position in DFGR in Q3 2023 and has held it in 12 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Core Wealth Management held 35,791 shares of Dimensional Global Real Estate ETF worth $1.04M as of Q2 2026.
  • Core Wealth Management bought 662 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $19K.
  • Dimensional Global Real Estate ETF made up 0.29% of Core Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Core Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.