HWA
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HHM Wealth Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

HHM 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 		– Sell
-935
Closed -$24.9K – 917
2026
Q1 		$24.9K Hold
935
– – ﹤0.01% 472
2025
Q4 		$24.7K Hold
935
– – ﹤0.01% 465
2025
Q3 		$25.5K Buy
+935
New +$25.3K ﹤0.01% 474

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
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
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

HHM Wealth Advisors's DFGR Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Dimensional Global Real Estate ETF (DFGR) in Q2 2026, closing a stake of 935 shares — an estimated $24.9K sold.

HHM Wealth Advisors first reported a position in DFGR in Q3 2025 and held it in 3 quarters. The position peaked at $25.5K in Q3 2025. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Dimensional Global Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 935 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $24.9K.
  • HHM Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and held it in 3 quarters.
  • HHM Wealth Advisors's Dimensional Global Real Estate ETF position peaked at $25.5K in Q3 2025.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

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