IWM
DFGR icon

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

Integris 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
2026
Q2 		$18.7M Buy
646,737
+36,470
+6% +$1.04M 3.78% 9
2026
Q1 		$16.2M Buy
610,267
+15,999
+3% +$439K 3.73% 9
2025
Q4 		$15.7M Buy
594,268
+38,769
+7% +$1.05M 3.57% 9
2025
Q3 		$15.2M Buy
555,499
+14,675
+3% +$397K 3.69% 9
2025
Q2 		$14.5M Buy
540,824
+8,602
+2% +$226K 3.78% 10
2025
Q1 		$14M Buy
532,222
+13,891
+3% +$362K 3.99% 8
2024
Q4 		$13.2M Buy
518,331
+16,364
+3% +$449K 3.73% 9
2024
Q3 		$14.5M Sell
501,967
-3,867
-0.8% -$105K 4.05% 9
2024
Q2 		$12.6M Sell
505,834
-7,064
-1% -$174K 3.65% 10
2024
Q1 		$13.1M Buy
512,898
+21,066
+4% +$528K 3.62% 10
2023
Q4 		$12.8M Buy
491,832
+37,899
+8% +$889K 3.78% 10
2023
Q3 		$10.2M Buy
+453,933
New +$11M 3.33% 10

Other funds holding DFGR

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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return