HBW
DFGR icon

Hazlett, Burt & Watson’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Hazlett, Burt & Watson’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
Q1 		– Sell
-46
Closed -$1K – 922
2025
Q4 		$1K Buy
+46
New +$1.24K ﹤0.01% 890

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Hazlett, Burt & Watson's DFGR Position: Q1 2026 in Review

Hazlett, Burt & Watson sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2026, closing a stake of 46 shares — an estimated $1K sold.

Hazlett, Burt & Watson first reported a position in DFGR in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Hazlett, Burt & Watson reported no remaining Dimensional Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 46 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $1K.
  • Hazlett, Burt & Watson first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • Hazlett, Burt & Watson's Dimensional Global Real Estate ETF position peaked at $1K in Q4 2025.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.