MASECO Private Wealth
DFGR icon

MASECO Private Wealth’s Dimensional Global Real Estate ETF DFGR Stock Holding History

MASECO Private Wealth’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 		$46.6M Buy
1,609,286
+53,177
+3% +$1.52M 1.31% 21
2026
Q1 		$41.3M Buy
1,556,109
+84,700
+6% +$2.32M 1.3% 22
2025
Q4 		$38.9M Buy
1,471,409
+79,407
+6% +$2.14M 1.69% 16
2025
Q3 		$38.1M Buy
1,392,002
+39,144
+3% +$1.06M 1.84% 15
2025
Q2 		$36.3M Buy
+1,352,858
New +$35.5M 1.38% 20

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MASECO Private Wealth's DFGR Position: Q2 2026 in Review

MASECO Private Wealth increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.4% in Q2 2026, buying an estimated $1.52M and bringing the position to 1,609,286 shares worth $46.6M. The position accounts for 1.31% of the portfolio, ranked #21.

MASECO Private Wealth first reported a position in DFGR in Q2 2025 and has held it in 5 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • MASECO Private Wealth held 1,609,286 shares of Dimensional Global Real Estate ETF worth $46.6M as of Q2 2026.
  • MASECO Private Wealth bought 53,177 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $1.52M.
  • Dimensional Global Real Estate ETF made up 1.31% of MASECO Private Wealth's portfolio in Q2 2026, its #21 holding.
  • MASECO Private Wealth first reported a position in Dimensional Global Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.