Northwest Wealth Management
DFGR icon

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

Northwest 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
Q3 		$3.27M Sell
120,801
-5,689
-4% -$165K 0.42% 40
2026
Q2 		$3.66M Buy
126,490
+2,387
+2% +$68.4K 0.48% 39
2026
Q1 		$3.3M Buy
124,103
+25,443
+26% +$698K 0.5% 40
2025
Q4 		$2.61M Buy
98,660
+12,396
+14% +$334K 0.41% 47
2025
Q3 		$2.36M Sell
86,264
-4,175
-5% -$113K 0.39% 48
2025
Q2 		$2.43M Buy
90,439
+8,977
+11% +$236K 0.44% 46
2025
Q1 		$2.14M Buy
81,462
+7,464
+10% +$195K 0.43% 48
2024
Q4 		$1.89M Buy
73,998
+15,195
+26% +$417K 0.4% 49
2024
Q3 		$1.7M Buy
58,803
+26,356
+81% +$718K 0.4% 50
2024
Q2 		$811K Buy
32,447
+2,344
+8% +$57.7K 0.21% 77
2024
Q1 		$769K Buy
30,103
+15,222
+102% +$382K 0.21% 81
2023
Q4 		$387K Buy
+14,881
New +$349K 0.12% 107

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwest Wealth Management's DFGR Position: Q3 2026 in Review

Northwest Wealth Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 4.5% in Q3 2026, selling an estimated $165K and leaving 120,801 shares worth $3.27M. The position accounts for 0.42% of the portfolio, ranked #40.

Northwest Wealth Management first reported a position in DFGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.66M in Q2 2026. 242 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Northwest Wealth Management held 120,801 shares of Dimensional Global Real Estate ETF worth $3.27M as of Q3 2026.
  • Northwest Wealth Management sold 5,689 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $165K.
  • Dimensional Global Real Estate ETF made up 0.42% of Northwest Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Northwest Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
  • Northwest Wealth Management's Dimensional Global Real Estate ETF position peaked at $3.66M in Q2 2026.
  • 242 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.