NDWM
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New Dimensions Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

New Dimensions 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 		$5.91M Buy
203,933
+6,095
+3% +$175K 4.46% 8
2026
Q1 		$5.26M Buy
197,838
+4,102
+2% +$112K 4.47% 8
2025
Q4 		$5.12M Buy
193,736
+12,454
+7% +$336K 4.38% 8
2025
Q3 		$4.95M Buy
181,282
+7,075
+4% +$192K 4.34% 8
2025
Q2 		$4.74M Buy
174,207
+5,803
+3% +$152K 4.33% 8
2025
Q1 		$4.42M Buy
+168,404
New +$4.39M 4.42% 8

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

New Dimensions Wealth Management's DFGR Position: Q2 2026 in Review

New Dimensions Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.1% in Q2 2026, buying an estimated $175K and bringing the position to 203,933 shares worth $5.91M. The position accounts for 4.46% of the portfolio, ranked #8.

New Dimensions Wealth Management first reported a position in DFGR in Q1 2025 and has held it in 6 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • New Dimensions Wealth Management held 203,933 shares of Dimensional Global Real Estate ETF worth $5.91M as of Q2 2026.
  • New Dimensions Wealth Management bought 6,095 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $175K.
  • Dimensional Global Real Estate ETF made up 4.46% of New Dimensions Wealth Management's portfolio in Q2 2026, its #8 holding.
  • New Dimensions Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on New Dimensions Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.