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

HB 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	$1.88M	Buy	+64,945	New	+$1.86M	0.01%	496

Other funds holding DFGR

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

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

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

HB Wealth Management's DFGR Position: Q2 2026 in Review

HB Wealth Management opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q2 2026: 64,945 shares worth $1.88M. The stake represents 0.01% of the portfolio and ranks #496 among its holdings.

339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

HB Wealth Management held 64,945 shares of Dimensional Global Real Estate ETF worth $1.88M as of Q2 2026.
Dimensional Global Real Estate ETF was a new HB Wealth Management position in Q2 2026.
Dimensional Global Real Estate ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #496 holding.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.