NWM
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
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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

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

Northwest Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.9% in Q2 2026, buying an estimated $68.4K and bringing the position to 126,490 shares worth $3.66M. The position accounts for 0.48% of the portfolio, ranked #39.

Northwest Wealth Management first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 160 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Northwest Wealth Management held 126,490 shares of Dimensional Global Real Estate ETF worth $3.66M as of Q2 2026.
  • Northwest Wealth Management bought 2,387 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $68.4K.
  • Dimensional Global Real Estate ETF made up 0.48% of Northwest Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Northwest Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 160 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

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