GWWM
DFGR icon

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
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

LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return