Mills Wealth Advisors
DFGR icon

Mills Wealth Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Mills Wealth Advisors’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 		$663K Buy
24,501
+10,117
+70% +$294K 0.21% 46
2026
Q2 		$417K Buy
14,384
+1,094
+8% +$31.3K 0.13% 56
2026
Q1 		$353K Buy
+13,290
New +$364K 0.12% 54

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Mills Wealth Advisors's DFGR Position: Q3 2026 in Review

Mills Wealth Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 70% in Q3 2026, buying an estimated $294K and bringing the position to 24,501 shares worth $663K. The position accounts for 0.21% of the portfolio, ranked #46.

Mills Wealth Advisors first reported a position in DFGR in Q1 2026 and has held it in 3 quarters since. 290 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Mills Wealth Advisors held 24,501 shares of Dimensional Global Real Estate ETF worth $663K as of Q3 2026.
  • Mills Wealth Advisors bought 10,117 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $294K.
  • Dimensional Global Real Estate ETF made up 0.21% of Mills Wealth Advisors's portfolio in Q3 2026, its #46 holding.
  • Mills Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2026 and has held it in 3 quarters since.
  • 290 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Mills Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.