DWM
DFGR icon

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

Daner 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 		$287K Buy
+11,044
New +$303K 0.21% 49

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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

Daner Wealth Management's DFGR Position: Q4 2024 in Review

Daner Wealth Management opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q4 2024: 11,044 shares worth $287K. The stake represents 0.21% of the portfolio and ranks #49 among its holdings.

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

  • Daner Wealth Management held 11,044 shares of Dimensional Global Real Estate ETF worth $287K as of Q4 2024.
  • Dimensional Global Real Estate ETF was a new Daner Wealth Management position in Q4 2024.
  • Dimensional Global Real Estate ETF made up 0.21% of Daner Wealth Management's portfolio in Q4 2024, its #49 holding.
  • 243 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2024.

Based on Daner Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.