MWM
DFGR icon

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

McMill 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 		– Sell
-219,516
Closed -$5.8M – 67
2025
Q4 		$5.8M Buy
219,516
+25,628
+13% +$691K 1.63% 15
2025
Q3 		$5.3M Buy
193,888
+18,699
+11% +$506K 1.51% 15
2025
Q2 		$4.67M Buy
175,189
+5,495
+3% +$144K 1.55% 17
2025
Q1 		$4.46M Buy
169,694
+29,222
+21% +$761K 1.61% 18
2024
Q4 		$3.59M Buy
+140,472
New +$3.86M 1.45% 18

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
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
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

McMill Wealth Management's DFGR Position: Q1 2026 in Review

McMill Wealth Management sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2026, closing a stake of 219,516 shares — an estimated $5.8M sold.

McMill Wealth Management first reported a position in DFGR in Q4 2024 and held it in 5 quarters. The position peaked at $5.8M in Q4 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • McMill Wealth Management reported no remaining Dimensional Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • McMill Wealth Management sold 219,516 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $5.8M.
  • McMill Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and held it in 5 quarters.
  • McMill Wealth Management's Dimensional Global Real Estate ETF position peaked at $5.8M in Q4 2025.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.