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 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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return