Foundation Wealth Management (Pennsylvania)’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Foundation Wealth Management (Pennsylvania)’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	$508K	Hold	17,533	–	–	0.15%	60
2026 Q1	$466K	Sell	17,533 -6,365	-27%	-$175K	0.16%	60
2025 Q4	$631K	Sell	23,898 -4,180	-15%	-$113K	0.23%	49
2025 Q3	$767K	Sell	28,078 -6,206	-18%	-$168K	0.3%	46
2025 Q2	$920K	Sell	34,284 -2,538	-7%	-$66.6K	0.4%	43
2025 Q1	$967K	Sell	36,822 -6,159	-14%	-$160K	0.46%	42
2024 Q4	$1.1M	Buy	+42,981	New	+$1.18M	0.53%	41

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

Foundation Wealth Management (Pennsylvania)'s DFGR Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) held its Dimensional Global Real Estate ETF (DFGR) position steady in Q2 2026 at 17,533 shares worth $508K. The position accounts for 0.15% of the portfolio, ranked #60.

Foundation Wealth Management (Pennsylvania) first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2024. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 17,533 shares of Dimensional Global Real Estate ETF worth $508K as of Q2 2026.
Foundation Wealth Management (Pennsylvania) left its Dimensional Global Real Estate ETF share count unchanged in Q2 2026.
Dimensional Global Real Estate ETF made up 0.15% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #60 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Foundation Wealth Management (Pennsylvania)'s Dimensional Global Real Estate ETF position peaked at $1.1M in Q4 2024.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.