FWP
DFGR icon

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

Firethorn 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 		$732K Buy
25,277
+98
+0.4% +$2.81K 0.24% 85
2026
Q1 		$669K Sell
25,179
-385
-2% -$10.6K 0.25% 91
2025
Q4 		$675K Sell
25,564
-383
-1% -$10.3K 0.25% 83
2025
Q3 		$709K Buy
25,947
+1,299
+5% +$35.2K 0.28% 81
2025
Q2 		$661K Buy
24,648
+896
+4% +$23.5K 0.29% 79
2025
Q1 		$624K Buy
23,752
+3,223
+16% +$84K 0.3% 80
2024
Q4 		$524K Buy
20,529
+1,077
+6% +$29.6K 0.26% 83
2024
Q3 		$561K Buy
19,452
+3,386
+21% +$92.2K 0.28% 78
2024
Q2 		$401K Buy
16,066
+3,427
+27% +$84.3K 0.23% 87
2024
Q1 		$323K Buy
+12,639
New +$317K 0.19% 107

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LFA
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DPW
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RWM
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GWWM
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VP
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QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
EF
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return