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 Q3	$18.5M	Buy	683,213 +36,476	+6%	+$1.06M	3.55%	9
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Integris Wealth Management's DFGR Position: Q3 2026 in Review

Integris Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.6% in Q3 2026, buying an estimated $1.06M and bringing the position to 683,213 shares worth $18.5M. The position accounts for 3.55% of the portfolio, ranked #9.

Integris Wealth Management first reported a position in DFGR in Q3 2023 and has held it in 13 quarters since. The position peaked at $18.7M in Q2 2026. 73 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Integris Wealth Management held 683,213 shares of Dimensional Global Real Estate ETF worth $18.5M as of Q3 2026.
Integris Wealth Management bought 36,476 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $1.06M.
Dimensional Global Real Estate ETF made up 3.55% of Integris Wealth Management's portfolio in Q3 2026, its #9 holding.
Integris Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q3 2023 and has held it in 13 quarters since.
Integris Wealth Management's Dimensional Global Real Estate ETF position peaked at $18.7M in Q2 2026.
73 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.