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

GeoWealth 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	$7.44M	Sell	256,697 -6,972	-3%	-$200K	0.23%	56
2026 Q1	$7.01M	Buy	263,669 +26,534	+11%	+$727K	0.25%	50
2025 Q4	$6.27M	Buy	237,135 +2,506	+1%	+$67.6K	0.23%	56
2025 Q3	$6.41M	Buy	234,629 +26,637	+13%	+$721K	0.23%	57
2025 Q2	$5.58M	Sell	207,992 -3,600	-2%	-$94.5K	0.22%	59
2025 Q1	$5.56M	Buy	211,592 +4,826	+2%	+$126K	0.22%	59
2024 Q4	$5.28M	Buy	206,766 +201,971	+4,212%	+$5.54M	0.17%	94
2024 Q3	$138K	Buy	4,795 +2,135	+80%	+$58.2K	﹤0.01%	819
2024 Q2	$66.5K	Buy	+2,660	New	+$65.5K	﹤0.01%	801

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

GeoWealth Management's DFGR Position: Q2 2026 in Review

GeoWealth Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 2.6% in Q2 2026, selling an estimated $200K and leaving 256,697 shares worth $7.44M. The position accounts for 0.23% of the portfolio, ranked #56.

GeoWealth Management first reported a position in DFGR in Q2 2024 and has held it in 9 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

GeoWealth Management held 256,697 shares of Dimensional Global Real Estate ETF worth $7.44M as of Q2 2026.
GeoWealth Management sold 6,972 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $200K.
Dimensional Global Real Estate ETF made up 0.23% of GeoWealth Management's portfolio in Q2 2026, its #56 holding.
GeoWealth Management first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.