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 Q3	$874K	Sell	32,312 -1,031	-3%	-$30K	0.01%	395
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mission Wealth Management's DFGR Position: Q3 2026 in Review

Mission Wealth Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 3.1% in Q3 2026, selling an estimated $30K and leaving 32,312 shares worth $874K. The position accounts for 0.01% of the portfolio, ranked #395.

Mission Wealth Management first reported a position in DFGR in Q4 2024 and has held it in 8 quarters since. The position peaked at $966K in Q2 2026. 242 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Mission Wealth Management held 32,312 shares of Dimensional Global Real Estate ETF worth $874K as of Q3 2026.
Mission Wealth Management sold 1,031 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $30K.
Dimensional Global Real Estate ETF made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #395 holding.
Mission Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
Mission Wealth Management's Dimensional Global Real Estate ETF position peaked at $966K in Q2 2026.
242 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.