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

Mattern 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 Q1	$3.05M	Buy	114,599 +5,678	+5%	+$156K	0.59%	31
2025 Q4	$2.88M	Buy	108,921 +6,036	+6%	+$163K	0.55%	31
2025 Q3	$2.81M	Buy	102,885 +5,679	+6%	+$154K	0.56%	31
2025 Q2	$2.61M	Buy	97,206 +55,842	+135%	+$1.47M	0.54%	32
2025 Q1	$1.09M	Buy	41,364 +5,456	+15%	+$142K	0.24%	65
2024 Q4	$917K	Buy	35,908 +316	+0.9%	+$8.67K	0.2%	71
2024 Q3	$1.03M	Buy	35,592 +4,398	+14%	+$120K	0.23%	69
2024 Q2	$780K	Buy	31,194 +7,493	+32%	+$184K	0.19%	84
2024 Q1	$605K	Buy	23,701 +3,437	+17%	+$86.2K	0.15%	97
2023 Q4	$526K	Buy	20,264 +899	+5%	+$21.1K	0.14%	103
2023 Q3	$434K	Buy	+19,365	New	+$469K	0.13%	108

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return