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Mowery & Schoenfeld Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-56
Closed -$1.48K – 391
2025
Q4 		$1.48K Buy
+56
New +$1.51K ﹤0.01% 417

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 $89.9B AUM 20.5% 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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DFGR Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2026, closing a stake of 56 shares — an estimated $1.48K sold.

Mowery & Schoenfeld Wealth Management first reported a position in DFGR in Q4 2025 and held it in 1 quarter. The position peaked at $1.48K in Q4 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Dimensional Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 56 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $1.48K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Dimensional Global Real Estate ETF position peaked at $1.48K in Q4 2025.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.