North Ridge Wealth Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

North Ridge Wealth Advisors’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	$8.36M	Buy	314,570 +21,273	+7%	+$583K	4.7%	7
2025 Q4	$7.75M	Buy	293,297 +21,798	+8%	+$588K	4.34%	8
2025 Q3	$7.41M	Buy	271,499 +13,655	+5%	+$370K	4.24%	8
2025 Q2	$6.92M	Buy	257,844 +14,850	+6%	+$390K	4.25%	9
2025 Q1	$6.38M	Buy	242,994 +20,947	+9%	+$546K	4.26%	8
2024 Q4	$5.67M	Buy	222,047 +35,529	+19%	+$975K	3.93%	9
2024 Q3	$5.38M	Buy	186,518 +39,265	+27%	+$1.07M	3.66%	10
2024 Q2	$3.68M	Buy	147,253 +20,329	+16%	+$500K	2.8%	12
2024 Q1	$3.24M	Buy	126,924 +13,297	+12%	+$333K	2.51%	13
2023 Q4	$2.95M	Buy	113,627 +60,165	+113%	+$1.41M	2.46%	13
2023 Q3	$1.2M	Buy	53,462 +14,045	+36%	+$340K	1.17%	16
2023 Q2	$961K	Buy	+39,417	New	+$960K	0.92%	20

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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 $9.92B AUM 21.52% 1-Year Est. Return

North Ridge Wealth Advisors's DFGR Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 7.3% in Q1 2026, buying an estimated $583K and bringing the position to 314,570 shares worth $8.36M. The position accounts for 4.7% of the portfolio, ranked #7.

North Ridge Wealth Advisors first reported a position in DFGR in Q2 2023 and has held it in 12 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

North Ridge Wealth Advisors held 314,570 shares of Dimensional Global Real Estate ETF worth $8.36M as of Q1 2026.
North Ridge Wealth Advisors bought 21,273 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $583K.
Dimensional Global Real Estate ETF made up 4.7% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #7 holding.
North Ridge Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.