DWM
DFGR icon

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

Diversify 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 		$969K Buy
32,183
+6,768
+27% +$194K 0.02% 644
2026
Q1 		$721K Buy
25,415
+3,375
+15% +$92.5K 0.01% 703
2025
Q4 		$591K Buy
22,040
+3,710
+20% +$100K 0.03% 406
2025
Q3 		$493K Buy
18,330
+2,641
+17% +$71.5K 0.03% 382
2025
Q2 		$419K Buy
15,689
+5,044
+47% +$132K 0.03% 399
2025
Q1 		$278K Buy
+10,645
New +$277K 0.02% 445

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

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

Diversify Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 27% in Q2 2026, buying an estimated $194K and bringing the position to 32,183 shares worth $969K. The position accounts for 0.02% of the portfolio, ranked #644.

Diversify Wealth Management first reported a position in DFGR in Q1 2025 and has held it in 6 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Diversify Wealth Management held 32,183 shares of Dimensional Global Real Estate ETF worth $969K as of Q2 2026.
  • Diversify Wealth Management bought 6,768 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $194K.
  • Dimensional Global Real Estate ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #644 holding.
  • Diversify Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.