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

Mission 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	$966K	Buy	33,343 +518	+2%	+$14.8K	0.01%	491
2026 Q1	$873K	Buy	32,825 +5,714	+21%	+$157K	0.02%	350
2025 Q4	$716K	Buy	27,111 +5,877	+28%	+$159K	0.01%	402
2025 Q3	$580K	Buy	21,234 +1,707	+9%	+$46.2K	0.01%	453
2025 Q2	$524K	Buy	19,527 +13	+0.1%	+$341	0.01%	465
2025 Q1	$512K	Sell	19,514 -1,667	-8%	-$43.4K	0.01%	439
2024 Q4	$541K	Buy	+21,181	New	+$581K	0.01%	410

Other funds holding DFGR

FFM

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

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 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

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

Mission Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.6% in Q2 2026, buying an estimated $14.8K and bringing the position to 33,343 shares worth $966K. The position accounts for 0.01% of the portfolio, ranked #491.

Mission Wealth Management first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Mission Wealth Management held 33,343 shares of Dimensional Global Real Estate ETF worth $966K as of Q2 2026.
Mission Wealth Management bought 518 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $14.8K.
Dimensional Global Real Estate ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #491 holding.
Mission Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.