Henrickson Nauta Wealth Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Henrickson Nauta Wealth Advisors’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	$6.05M	Sell	208,828 -5,177	-2%	-$148K	1.47%	12
2026 Q1	$5.69M	Sell	214,005 -129,755	-38%	-$3.56M	1.6%	12
2025 Q4	$9.15M	Buy	343,760 +204,423	+147%	+$5.51M	1.35%	12
2025 Q3	$3.81M	Buy	139,337 +19,725	+16%	+$534K	1.2%	15
2025 Q2	$3.21M	Buy	119,612 +17,550	+17%	+$461K	1.11%	16
2025 Q1	$2.49M	Buy	102,062 +14,531	+17%	+$379K	1.02%	16
2024 Q4	$2.24M	Buy	87,531 +10,318	+13%	+$283K	0.91%	16
2024 Q3	$2.23M	Buy	77,213 +20,972	+37%	+$571K	0.88%	16
2024 Q2	$1.41M	Buy	56,241 +14,631	+35%	+$360K	0.6%	18
2024 Q1	$1.02M	Buy	41,610 +11,226	+37%	+$282K	0.45%	24
2023 Q4	$789K	Buy	+30,384	New	+$712K	0.39%	30

Other funds holding DFGR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

Henrickson Nauta Wealth Advisors's DFGR Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 2.4% in Q2 2026, selling an estimated $148K and leaving 208,828 shares worth $6.05M. The position accounts for 1.47% of the portfolio, ranked #12.

Henrickson Nauta Wealth Advisors first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.15M in Q4 2025. 74 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Henrickson Nauta Wealth Advisors held 208,828 shares of Dimensional Global Real Estate ETF worth $6.05M as of Q2 2026.
Henrickson Nauta Wealth Advisors sold 5,177 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $148K.
Dimensional Global Real Estate ETF made up 1.47% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Henrickson Nauta Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Henrickson Nauta Wealth Advisors's Dimensional Global Real Estate ETF position peaked at $9.15M in Q4 2025.
74 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.