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

Master's 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	$993K	Sell	34,274 -6,224	-15%	-$178K	0.3%	21
2026 Q1	$1.08M	Sell	40,498 -7,206	-15%	-$198K	0.36%	18
2025 Q4	$1.26M	Sell	47,704 -236,524	-83%	-$6.38M	0.45%	16
2025 Q3	$7.76M	Buy	284,228 +12,313	+5%	+$333K	3.37%	8
2025 Q2	$7.3M	Buy	271,915 +14,514	+6%	+$381K	3.4%	8
2025 Q1	$6.76M	Buy	257,401 +9,855	+4%	+$257K	3.55%	8
2024 Q4	$6.32M	Buy	+247,546	New	+$6.79M	3.38%	9

Other funds holding DFGR

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LFA

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

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

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

Master's Wealth Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 15% in Q2 2026, selling an estimated $178K and leaving 34,274 shares worth $993K. The position accounts for 0.3% of the portfolio, ranked #21.

Master's Wealth Management first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.76M in Q3 2025. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Master's Wealth Management held 34,274 shares of Dimensional Global Real Estate ETF worth $993K as of Q2 2026.
Master's Wealth Management sold 6,224 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $178K.
Dimensional Global Real Estate ETF made up 0.3% of Master's Wealth Management's portfolio in Q2 2026, its #21 holding.
Master's Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Master's Wealth Management's Dimensional Global Real Estate ETF position peaked at $7.76M in Q3 2025.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Master's Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.