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

Evermay 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	$18K	Buy	+621	New	+$17.8K	﹤0.01%	452

Other funds holding DFGR

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

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

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

Evermay Wealth Management opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q2 2026: 621 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings.

146 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Evermay Wealth Management held 621 shares of Dimensional Global Real Estate ETF worth $18K as of Q2 2026.
Dimensional Global Real Estate ETF was a new Evermay Wealth Management position in Q2 2026.
Dimensional Global Real Estate ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #452 holding.
146 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.