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

Meritas 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 		$2.13M Buy
73,460
+2,552
+4% +$73.1K 0.83% 18
2026
Q1 		$1.88M Buy
70,908
+8,581
+14% +$235K 0.85% 17
2025
Q4 		$1.65M Buy
62,327
+14
+0% +$378 0.79% 18
2025
Q3 		$1.7M Buy
62,313
+1,026
+2% +$27.8K 0.84% 17
2025
Q2 		$1.64M Buy
61,287
+550
+0.9% +$14.4K 0.9% 18
2025
Q1 		$1.59M Sell
60,737
-5,645
-9% -$147K 0.94% 17
2024
Q4 		$1.7M Buy
66,382
+1,695
+3% +$46.5K 1.02% 16
2024
Q3 		$1.87M Sell
64,687
-914
-1% -$24.9K 1.16% 16
2024
Q2 		$1.64M Buy
65,601
+1,119
+2% +$27.5K 1.16% 16
2024
Q1 		$1.65M Sell
64,482
-921
-1% -$23.1K 1.15% 15
2023
Q4 		$1.7M Buy
65,403
+55,669
+572% +$1.31M 1.27% 14
2023
Q3 		$218K Hold
9,734
– – 0.17% 39
2023
Q2 		$237K Sell
9,734
-2,067
-18% -$50.3K 0.18% 39
2023
Q1 		$290K Buy
11,801
+3,187
+37% +$80.5K 0.23% 32
2022
Q4 		$210K Buy
+8,614
New +$212K 0.17% 42

Other funds holding DFGR

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

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

Meritas Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.6% in Q2 2026, buying an estimated $73.1K and bringing the position to 73,460 shares worth $2.13M. The position accounts for 0.83% of the portfolio, ranked #18.

Meritas Wealth Management first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Meritas Wealth Management held 73,460 shares of Dimensional Global Real Estate ETF worth $2.13M as of Q2 2026.
  • Meritas Wealth Management bought 2,552 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $73.1K.
  • Dimensional Global Real Estate ETF made up 0.83% of Meritas Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Meritas Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.