Integrated Wealth Concepts’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Integrated Wealth Concepts’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	$1.23M	Sell	42,567 -430	-1%	-$12.3K	0.01%	1082
2026 Q1	$1.14M	Buy	42,997 +1,355	+3%	+$37.2K	0.01%	1034
2025 Q4	$1.1M	Buy	41,642 +4,783	+13%	+$129K	0.01%	731
2025 Q3	$1.01M	Buy	36,859 +1,013	+3%	+$27.4K	0.01%	978
2025 Q2	$962K	Buy	35,846 +3,245	+10%	+$85.2K	0.01%	940
2025 Q1	$856K	Buy	32,601 +2,273	+7%	+$59.2K	0.01%	895
2024 Q4	$775K	Buy	30,328 +9,657	+47%	+$265K	0.01%	933
2024 Q3	$597K	Buy	20,671 +561	+3%	+$15.3K	0.01%	1009
2024 Q2	$503K	Buy	20,110 +11,155	+125%	+$275K	0.01%	1047
2024 Q1	$229K	Buy	+8,955	New	+$225K	﹤0.01%	1461

Other funds holding DFGR

FFM

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Integrated Wealth Concepts's DFGR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Dimensional Global Real Estate ETF (DFGR) stake by 1% in Q2 2026, selling an estimated $12.3K and leaving 42,567 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1082.

Integrated Wealth Concepts first reported a position in DFGR in Q1 2024 and has held it in 10 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Integrated Wealth Concepts held 42,567 shares of Dimensional Global Real Estate ETF worth $1.23M as of Q2 2026.
Integrated Wealth Concepts sold 430 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $12.3K.
Dimensional Global Real Estate ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1082 holding.
Integrated Wealth Concepts first reported a position in Dimensional Global Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.