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

Elevation 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 Q3	$5.76K	Buy	213 +2	+0.9%	+$58	﹤0.01%	1073
2026 Q2	$6.12K	Buy	211 +1	+0.5%	+$29	﹤0.01%	960
2026 Q1	$5.59K	Buy	210 +1	+0.5%	+$27	﹤0.01%	674
2025 Q4	$5.53K	Buy	209 +5	+2%	+$135	﹤0.01%	605
2025 Q3	$5.58K	Buy	204 +1	+0.5%	+$27	﹤0.01%	460
2025 Q2	$5.44K	Buy	203 +1	+0.5%	+$26	﹤0.01%	399
2025 Q1	$5.29K	Buy	202 +1	+0.5%	+$26	﹤0.01%	400
2024 Q4	$5.14K	Buy	201 +4	+2%	+$110	﹤0.01%	410
2024 Q3	$5.69K	Sell	197 -38	-16%	-$1.04K	﹤0.01%	385
2024 Q2	$5.87K	Buy	+235	New	+$5.78K	﹤0.01%	376

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Elevation Wealth Partners's DFGR Position: Q3 2026 in Review

Elevation Wealth Partners increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.95% in Q3 2026, buying an estimated $58 and bringing the position to 213 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Elevation Wealth Partners first reported a position in DFGR in Q2 2024 and has held it in 10 quarters since. The position peaked at $6.12K in Q2 2026. 168 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Elevation Wealth Partners held 213 shares of Dimensional Global Real Estate ETF worth $5.76K as of Q3 2026.
Elevation Wealth Partners bought 2 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $58.
Dimensional Global Real Estate ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1073 holding.
Elevation Wealth Partners first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 10 quarters since.
Elevation Wealth Partners's Dimensional Global Real Estate ETF position peaked at $6.12K in Q2 2026.
168 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.