MSWMA
DFGR icon

Market Street Wealth Management Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Market Street Wealth Management Advisors’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 		$1.57M Buy
54,279
+3,421
+7% +$98K 0.22% 49
2026
Q1 		$1.35M Buy
50,858
+1,265
+3% +$34.7K 0.21% 48
2025
Q4 		$1.31M Sell
49,593
-1,975
-4% -$53.3K 0.2% 51
2025
Q3 		$1.41M Buy
51,568
+1,853
+4% +$50.2K 0.22% 48
2025
Q2 		$1.33M Sell
49,715
-678
-1% -$17.8K 0.22% 48
2025
Q1 		$1.32M Buy
50,393
+793
+2% +$20.7K 0.22% 48
2024
Q4 		$1.27M Buy
49,600
+747
+2% +$20.5K 0.21% 47
2024
Q3 		$1.41M Buy
48,853
+89
+0.2% +$2.42K 0.23% 45
2024
Q2 		$1.22M Buy
48,764
+4,174
+9% +$103K 0.21% 48
2024
Q1 		$1.14M Buy
44,590
+5,730
+15% +$144K 0.2% 48
2023
Q4 		$1.01M Buy
+38,860
New +$911K 0.21% 53

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
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
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Market Street Wealth Management Advisors's DFGR Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 6.7% in Q2 2026, buying an estimated $98K and bringing the position to 54,279 shares worth $1.57M. The position accounts for 0.22% of the portfolio, ranked #49.

Market Street Wealth Management Advisors first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 137 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Market Street Wealth Management Advisors held 54,279 shares of Dimensional Global Real Estate ETF worth $1.57M as of Q2 2026.
  • Market Street Wealth Management Advisors bought 3,421 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $98K.
  • Dimensional Global Real Estate ETF made up 0.22% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #49 holding.
  • Market Street Wealth Management Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 137 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.