MFWP
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Mosaic Family Wealth Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Mosaic Family Wealth Partners’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 		$3.53M Buy
121,763
+4,259
+4% +$122K 0.24% 69
2026
Q1 		$3.12M Sell
117,504
-10,904
-8% -$299K 0.32% 44
2025
Q4 		$3.39M Sell
128,408
-734
-0.6% -$19.8K 0.37% 38
2025
Q3 		$3.51M Sell
129,142
-6,099
-5% -$165K 0.41% 32
2025
Q2 		$3.63M Sell
135,241
-16,532
-11% -$434K 0.46% 30
2025
Q1 		$3.99M Sell
151,773
-16,391
-10% -$427K 0.57% 26
2024
Q4 		$4.29M Sell
168,164
-14,005
-8% -$384K 0.62% 24
2024
Q3 		$5.26M Sell
182,169
-394,827
-68% -$10.8M 0.78% 17
2024
Q2 		$14.4M Buy
576,996
+26,756
+5% +$658K 2.32% 11
2024
Q1 		$14M Buy
550,240
+68,562
+14% +$1.72M 2.31% 11
2023
Q4 		$12.5M Sell
481,678
-4,671
-1% -$110K 2.16% 14
2023
Q3 		$10.9M Buy
486,349
+28,546
+6% +$691K 2.18% 13
2023
Q2 		$11.2M Buy
457,803
+46,900
+11% +$1.14M 2.19% 12
2023
Q1 		$10.1M Buy
+410,903
New +$10.4M 2.11% 13

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

Mosaic Family Wealth Partners's DFGR Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.6% in Q2 2026, buying an estimated $122K and bringing the position to 121,763 shares worth $3.53M. The position accounts for 0.24% of the portfolio, ranked #69.

Mosaic Family Wealth Partners first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.4M in Q2 2024. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Mosaic Family Wealth Partners held 121,763 shares of Dimensional Global Real Estate ETF worth $3.53M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 4,259 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $122K.
  • Dimensional Global Real Estate ETF made up 0.24% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Mosaic Family Wealth Partners first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • Mosaic Family Wealth Partners's Dimensional Global Real Estate ETF position peaked at $14.4M in Q2 2024.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.