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

Geneos 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 Q3	$1.54M	Buy	56,952 +3,673	+7%	+$107K	0.03%	465
2026 Q2	$1.54M	Buy	53,279 +1,477	+3%	+$42.3K	0.03%	444
2026 Q1	$1.38M	Buy	51,802 +5,159	+11%	+$141K	0.03%	433
2025 Q4	$1.23M	Buy	46,643 +58	+0.1%	+$1.56K	0.03%	448
2025 Q3	$1.27M	Buy	46,585 +1,972	+4%	+$53.4K	0.03%	436
2025 Q2	$1.2M	Buy	44,613 +1,929	+5%	+$50.6K	0.03%	489
2025 Q1	$1.12M	Buy	42,684 +1,888	+5%	+$49.2K	0.04%	434
2024 Q4	$1.04M	Buy	+40,796	New	+$1.12M	0.04%	418

Other funds holding DFGR

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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

Geneos Wealth Management's DFGR Position: Q3 2026 in Review

Geneos Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 6.9% in Q3 2026, buying an estimated $107K and bringing the position to 56,952 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #465.

Geneos Wealth Management first reported a position in DFGR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.54M in Q2 2026. 287 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Geneos Wealth Management held 56,952 shares of Dimensional Global Real Estate ETF worth $1.54M as of Q3 2026.
Geneos Wealth Management bought 3,673 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $107K.
Dimensional Global Real Estate ETF made up 0.03% of Geneos Wealth Management's portfolio in Q3 2026, its #465 holding.
Geneos Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
Geneos Wealth Management's Dimensional Global Real Estate ETF position peaked at $1.54M in Q2 2026.
287 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.