EWP
DFGR icon

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

E-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 		$1.33M Buy
45,960
+3,416
+8% +$97.8K 0.96% 20
2026
Q1 		$1.13M Buy
42,544
+3,410
+9% +$93.5K 0.91% 19
2025
Q4 		$1.03M Buy
+39,134
New +$1.06M 0.87% 20

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

E-Wealth Partners's DFGR Position: Q2 2026 in Review

E-Wealth Partners increased its Dimensional Global Real Estate ETF (DFGR) stake by 8% in Q2 2026, buying an estimated $97.8K and bringing the position to 45,960 shares worth $1.33M. The position accounts for 0.96% of the portfolio, ranked #20.

E-Wealth Partners first reported a position in DFGR in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • E-Wealth Partners held 45,960 shares of Dimensional Global Real Estate ETF worth $1.33M as of Q2 2026.
  • E-Wealth Partners bought 3,416 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $97.8K.
  • Dimensional Global Real Estate ETF made up 0.96% of E-Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • E-Wealth Partners first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.