JTWM
DFGR icon

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

Jackson Thornton 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
Q1 		$541K Buy
19,326
+8
+0% +$219 0.05% 98
2025
Q4 		$514K Buy
19,318
+10
+0.1% +$270 0.05% 110
2025
Q3 		$521K Sell
19,308
-107
-0.6% -$2.9K 0.05% 90
2025
Q2 		$520K Buy
19,415
+698
+4% +$18.3K 0.06% 52
2025
Q1 		$483K Sell
18,717
-25
-0.1% -$651 0.06% 54
2024
Q4 		$479K Buy
18,742
+1,040
+6% +$28.5K 0.06% 51
2024
Q3 		$511K Buy
17,702
+952
+6% +$25.9K 0.07% 42
2024
Q2 		$419K Buy
16,750
+3,302
+25% +$81.3K 0.06% 43
2024
Q1 		$343K Buy
13,448
+2,450
+22% +$61.4K 0.06% 39
2023
Q4 		$286K Buy
+10,998
New +$258K 0.05% 42

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
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
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Jackson Thornton Wealth Management's DFGR Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.04% in Q1 2026, buying an estimated $219 and bringing the position to 19,326 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #98.

Jackson Thornton Wealth Management first reported a position in DFGR in Q4 2023 and has held it in 10 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Jackson Thornton Wealth Management held 19,326 shares of Dimensional Global Real Estate ETF worth $541K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 8 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $219.
  • Dimensional Global Real Estate ETF made up 0.05% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Jackson Thornton Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.