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

JDH 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	$5.19M	Buy	191,916 +1,767	+0.9%	+$51.4K	3.14%	12
2026 Q2	$5.51M	Buy	190,149 +13,434	+8%	+$385K	3.35%	11
2026 Q1	$4.7M	Buy	176,715 +8,583	+5%	+$235K	3.17%	11
2025 Q4	$4.44M	Buy	168,132 +12,299	+8%	+$332K	3.05%	12
2025 Q3	$4.26M	Buy	155,833 +11,458	+8%	+$310K	3.02%	12
2025 Q2	$3.87M	Buy	144,375 +6,039	+4%	+$159K	2.97%	11
2025 Q1	$3.63M	Buy	138,336 +15,103	+12%	+$394K	3.12%	10
2024 Q4	$3.15M	Buy	+123,233	New	+$3.38M	2.76%	11

Other funds holding DFGR

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

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

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

Creative Capital Management Investments San Diego, California $444M AUM 12.2% 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

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

JDH Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.93% in Q3 2026, buying an estimated $51.4K and bringing the position to 191,916 shares worth $5.19M. The position accounts for 3.14% of the portfolio, ranked #12.

JDH Wealth Management first reported a position in DFGR in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.51M in Q2 2026. 152 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

JDH Wealth Management held 191,916 shares of Dimensional Global Real Estate ETF worth $5.19M as of Q3 2026.
JDH Wealth Management bought 1,767 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $51.4K.
Dimensional Global Real Estate ETF made up 3.14% of JDH Wealth Management's portfolio in Q3 2026, its #12 holding.
JDH Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
JDH Wealth Management's Dimensional Global Real Estate ETF position peaked at $5.51M in Q2 2026.
152 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.