HWM
DFGR icon

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

Hemington 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
2025
Q3 		$5.87M Buy
215,061
+40,123
+23% +$1.09M 0.76% 18
2025
Q2 		$4.69M Buy
174,938
+22,822
+15% +$599K 0.68% 20
2025
Q1 		$3.99M Buy
152,116
+135,806
+833% +$3.54M 0.62% 21
2024
Q4 		$416K Buy
16,310
+5,215
+47% +$143K 0.1% 84
2024
Q3 		$305K Buy
+11,095
New +$302K 0.08% 92

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Hemington Wealth Management's DFGR Position: Q3 2025 in Review

Hemington Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 23% in Q3 2025, buying an estimated $1.09M and bringing the position to 215,061 shares worth $5.87M. The position accounts for 0.76% of the portfolio, ranked #18.

Hemington Wealth Management first reported a position in DFGR in Q3 2024 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold DFGR as of Q3 2025.

  • Hemington Wealth Management held 215,061 shares of Dimensional Global Real Estate ETF worth $5.87M as of Q3 2025.
  • Hemington Wealth Management bought 40,123 Dimensional Global Real Estate ETF shares in Q3 2025, an estimated $1.09M.
  • Dimensional Global Real Estate ETF made up 0.76% of Hemington Wealth Management's portfolio in Q3 2025, its #18 holding.
  • Hemington Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 5 quarters since.
  • 279 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.