MWM
DFGR icon

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

Modera 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 		$1.06M Sell
36,532
-845
-2% -$24.2K 0.01% 340
2026
Q1 		$993K Sell
37,377
-684
-2% -$18.8K 0.01% 331
2025
Q4 		$1.01M Buy
38,061
+357
+0.9% +$9.63K 0.01% 333
2025
Q3 		$1.03M Buy
37,704
+766
+2% +$20.7K 0.01% 334
2025
Q2 		$991K Buy
36,938
+83
+0.2% +$2.18K 0.01% 334
2025
Q1 		$968K Buy
36,855
+454
+1% +$11.8K 0.01% 329
2024
Q4 		$930K Buy
36,401
+10,525
+41% +$289K 0.01% 337
2024
Q3 		$747K Sell
25,876
-644
-2% -$17.5K 0.01% 351
2024
Q2 		$663K Sell
26,520
-2,442
-8% -$60.1K 0.01% 349
2024
Q1 		$739K Sell
28,962
-1,184
-4% -$29.7K 0.01% 340
2023
Q4 		$783K Sell
30,146
-714
-2% -$16.7K 0.01% 319
2023
Q3 		$692K Buy
30,860
+85
+0.3% +$2.06K 0.01% 321
2023
Q2 		$751K Buy
30,775
+10,305
+50% +$251K 0.01% 323
2023
Q1 		$503K Buy
+20,470
New +$517K 0.02% 214

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
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

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

Modera Wealth Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 2.3% in Q2 2026, selling an estimated $24.2K and leaving 36,532 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #340.

Modera Wealth Management first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Modera Wealth Management held 36,532 shares of Dimensional Global Real Estate ETF worth $1.06M as of Q2 2026.
  • Modera Wealth Management sold 845 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $24.2K.
  • Dimensional Global Real Estate ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #340 holding.
  • Modera Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.