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 Q3	$7.63M	Buy	+282,099	New	+$8.2M	1.73%	15
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

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

McMill Wealth Management's DFGR Position: Q3 2026 in Review

McMill Wealth Management opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q3 2026: 282,099 shares worth $7.63M. The stake represents 1.73% of the portfolio and ranks #15 among its holdings. This is a return to the name: McMill Wealth Management previously reported a position in DFGR as recently as Q4 2025.

McMill Wealth Management first reported a position in DFGR in Q4 2024 and has held it in 6 quarters since. 229 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

McMill Wealth Management held 282,099 shares of Dimensional Global Real Estate ETF worth $7.63M as of Q3 2026.
Dimensional Global Real Estate ETF was a new McMill Wealth Management position in Q3 2026.
Dimensional Global Real Estate ETF made up 1.73% of McMill Wealth Management's portfolio in Q3 2026, its #15 holding.
McMill Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
229 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on McMill Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.