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 Q2	–	Sell	-114,599	Closed	-$3.05M	–	187
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

FFM

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

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

JFG

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

BJL

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

TWA

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

WANY

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

LFA

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

FPAS

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

DPW

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

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

Mattern Wealth Management sold out of Dimensional Global Real Estate ETF (DFGR) in Q2 2026, closing a stake of 114,599 shares — an estimated $3.05M sold.

Mattern Wealth Management first reported a position in DFGR in Q3 2023 and held it in 11 quarters. The position peaked at $3.05M in Q1 2026. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Mattern Wealth Management reported no remaining Dimensional Global Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Mattern Wealth Management sold 114,599 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $3.05M.
Mattern Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q3 2023 and held it in 11 quarters.
Mattern Wealth Management's Dimensional Global Real Estate ETF position peaked at $3.05M in Q1 2026.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.