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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
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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Mills Wealth Advisors's DFGR Position: Q2 2026 in Review

Mills Wealth Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 8.2% in Q2 2026, buying an estimated $31.3K and bringing the position to 14,384 shares worth $417K. The position accounts for 0.13% of the portfolio, ranked #56.

Mills Wealth Advisors first reported a position in DFGR in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Mills Wealth Advisors held 14,384 shares of Dimensional Global Real Estate ETF worth $417K as of Q2 2026.
  • Mills Wealth Advisors bought 1,094 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $31.3K.
  • Dimensional Global Real Estate ETF made up 0.13% of Mills Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Mills Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.