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

Great Waters 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	$28.3M	Buy	1,044,549 +92,813	+10%	+$2.7M	2.54%	7
2026 Q2	$27.6M	Buy	951,736 +63,369	+7%	+$1.81M	2.55%	8
2026 Q1	$23.6M	Buy	888,367 +57,214	+7%	+$1.57M	2.5%	8
2025 Q4	$22M	Buy	831,153 +113,774	+16%	+$3.07M	2.42%	9
2025 Q3	$19.6M	Buy	717,379 +52,780	+8%	+$1.43M	2.31%	10
2025 Q2	$17.8M	Buy	664,599 +7,817	+1%	+$205K	2.32%	10
2025 Q1	$17.2M	Sell	656,782 -28,304	-4%	-$738K	2.39%	10
2024 Q4	$17.5M	Buy	685,086 +109,573	+19%	+$3.01M	2.25%	10
2024 Q3	$16.6M	Buy	575,513 +66,913	+13%	+$1.82M	2.24%	10
2024 Q2	$12.7M	Buy	508,600 +72,234	+17%	+$1.78M	1.94%	11
2024 Q1	$11.1M	Buy	436,366 +40,879	+10%	+$1.03M	1.82%	12
2023 Q4	$10.1M	Buy	395,487 +65,775	+20%	+$1.54M	1.79%	13
2023 Q3	$7.26M	Buy	+329,712	New	+$7.98M	1.44%	13

Other funds holding DFGR

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SRB

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Great Waters Wealth Management's DFGR Position: Q3 2026 in Review

Great Waters Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 9.8% in Q3 2026, buying an estimated $2.7M and bringing the position to 1,044,549 shares worth $28.3M. The position accounts for 2.54% of the portfolio, ranked #7.

Great Waters Wealth Management first reported a position in DFGR in Q3 2023 and has held it in 13 quarters since. 32 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Great Waters Wealth Management held 1,044,549 shares of Dimensional Global Real Estate ETF worth $28.3M as of Q3 2026.
Great Waters Wealth Management bought 92,813 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $2.7M.
Dimensional Global Real Estate ETF made up 2.54% of Great Waters Wealth Management's portfolio in Q3 2026, its #7 holding.
Great Waters Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q3 2023 and has held it in 13 quarters since.
32 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.