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 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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CCMI

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

JDH Wealth Management's DFGR Position: Q2 2026 in Review

JDH Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 7.6% in Q2 2026, buying an estimated $385K and bringing the position to 190,149 shares worth $5.51M. The position accounts for 3.35% of the portfolio, ranked #11.

JDH Wealth Management first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

JDH Wealth Management held 190,149 shares of Dimensional Global Real Estate ETF worth $5.51M as of Q2 2026.
JDH Wealth Management bought 13,434 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $385K.
Dimensional Global Real Estate ETF made up 3.35% of JDH Wealth Management's portfolio in Q2 2026, its #11 holding.
JDH Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.