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

Navigate 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 		$446K Hold
14,909
– – 0.28% 51
2026
Q1 		$425K Buy
+14,909
New +$409K 0.3% 50

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

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

Navigate Wealth Management held its Dimensional Global Real Estate ETF (DFGR) position steady in Q2 2026 at 14,909 shares worth $446K. The position accounts for 0.28% of the portfolio, ranked #51.

Navigate Wealth Management first reported a position in DFGR in Q1 2026 and has held it in 2 quarters since. 338 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Navigate Wealth Management held 14,909 shares of Dimensional Global Real Estate ETF worth $446K as of Q2 2026.
  • Navigate Wealth Management left its Dimensional Global Real Estate ETF share count unchanged in Q2 2026.
  • Dimensional Global Real Estate ETF made up 0.28% of Navigate Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Navigate Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 338 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Navigate Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.