GWA
DFGR icon

Geometric Wealth Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Geometric Wealth Advisors’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 		$13.5M Buy
465,667
+20,944
+5% +$600K 1.46% 6
2026
Q1 		$11.8M Buy
444,723
+21,212
+5% +$582K 1.48% 6
2025
Q4 		$11.2M Buy
423,511
+23,061
+6% +$622K 1.44% 6
2025
Q3 		$10.9M Buy
400,450
+32,786
+9% +$888K 1.46% 6
2025
Q2 		$9.86M Buy
367,664
+22,583
+7% +$593K 1.47% 6
2025
Q1 		$9.06M Buy
345,081
+16,589
+5% +$432K 1.55% 6
2024
Q4 		$8.39M Buy
328,492
+14,011
+4% +$385K 1.53% 5
2024
Q3 		$9.08M Buy
314,481
+13,840
+5% +$377K 1.68% 5
2024
Q2 		$7.51M Buy
300,641
+33,459
+13% +$823K 1.54% 4
2024
Q1 		$6.82M Buy
267,182
+140,890
+112% +$3.53M 1.61% 3
2023
Q4 		$3.28M Buy
126,292
+40,262
+47% +$944K 0.87% 6
2023
Q3 		$1.93M Buy
86,030
+20,914
+32% +$506K 0.6% 7
2023
Q2 		$1.65M Buy
65,116
+22,540
+53% +$549K 0.51% 6
2023
Q1 		$1.05M Buy
+42,576
New +$1.08M 0.37% 7

Other funds holding DFGR

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

Geometric Wealth Advisors's DFGR Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.7% in Q2 2026, buying an estimated $600K and bringing the position to 465,667 shares worth $13.5M. The position accounts for 1.46% of the portfolio, ranked #6.

Geometric Wealth Advisors first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Geometric Wealth Advisors held 465,667 shares of Dimensional Global Real Estate ETF worth $13.5M as of Q2 2026.
  • Geometric Wealth Advisors bought 20,944 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $600K.
  • Dimensional Global Real Estate ETF made up 1.46% of Geometric Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Geometric Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.