MFG
DFGR icon

MidWestOne Financial Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$312K Hold
11,800
– – 0.03% 250
2025
Q3 		$322K Hold
11,800
– – 0.04% 242
2025
Q2 		$317K Buy
+11,800
New +$310K 0.04% 240

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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

MidWestOne Financial Group's DFGR Position: Q4 2025 in Review

MidWestOne Financial Group held its Dimensional Global Real Estate ETF (DFGR) position steady in Q4 2025 at 11,800 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #250.

MidWestOne Financial Group first reported a position in DFGR in Q2 2025 and has held it in 3 quarters since. The position peaked at $322K in Q3 2025. 314 funds tracked by Wall St. Rank hold DFGR as of Q4 2025.

  • MidWestOne Financial Group held 11,800 shares of Dimensional Global Real Estate ETF worth $312K as of Q4 2025.
  • MidWestOne Financial Group left its Dimensional Global Real Estate ETF share count unchanged in Q4 2025.
  • Dimensional Global Real Estate ETF made up 0.03% of MidWestOne Financial Group's portfolio in Q4 2025, its #250 holding.
  • MidWestOne Financial Group first reported a position in Dimensional Global Real Estate ETF in Q2 2025 and has held it in 3 quarters since.
  • MidWestOne Financial Group's Dimensional Global Real Estate ETF position peaked at $322K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.