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 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%	-$1.03K	﹤0.01%	385
2024 Q2	$5.87K	Buy	+235	New	+$5.78K	﹤0.01%	376

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 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

Elevation Wealth Partners's DFGR Position: Q2 2026 in Review

Elevation Wealth Partners increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.48% in Q2 2026, buying an estimated $29 and bringing the position to 211 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Elevation Wealth Partners first reported a position in DFGR in Q2 2024 and has held it in 9 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Elevation Wealth Partners held 211 shares of Dimensional Global Real Estate ETF worth $6.12K as of Q2 2026.
Elevation Wealth Partners bought 1 Dimensional Global Real Estate ETF share in Q2 2026, an estimated $29.
Dimensional Global Real Estate ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #960 holding.
Elevation Wealth Partners first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.