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NWAM LLC’s Dimensional Global Real Estate ETF DFGR Stock Holding History

NWAM LLC’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 		$485K Buy
16,757
+2,105
+14% +$60.3K 0.02% 456
2026
Q1 		$389K Sell
14,652
-2,256
-13% -$61.9K 0.02% 455
2025
Q4 		$456K Buy
16,908
+1,809
+12% +$48.8K 0.03% 412
2025
Q3 		$418K Buy
15,099
+241
+2% +$6.53K 0.02% 453
2025
Q2 		$394K Buy
14,858
+6,266
+73% +$164K 0.02% 450
2025
Q1 		$226K Sell
8,592
-1,001
-10% -$26.1K 0.02% 464
2024
Q4 		$245K Buy
9,593
+207
+2% +$5.68K 0.02% 524
2024
Q3 		$271K Buy
+9,386
New +$256K 0.02% 523
2024
Q2 		– Sell
-9,961
Closed -$245K – 236
2024
Q1 		$245K Sell
9,961
-2,876
-22% -$72.1K 0.02% 483
2023
Q4 		$333K Buy
12,837
+1,024
+9% +$24K 0.03% 412
2023
Q3 		$265K Buy
11,813
+1,250
+12% +$30.2K 0.03% 410
2023
Q2 		$258K Buy
10,563
+139
+1% +$3.39K 0.02% 455
2023
Q1 		$256K Buy
+10,424
New +$263K 0.03% 398

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

NWAM LLC's DFGR Position: Q2 2026 in Review

NWAM LLC increased its Dimensional Global Real Estate ETF (DFGR) stake by 14% in Q2 2026, buying an estimated $60.3K and bringing the position to 16,757 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #456.

NWAM LLC first reported a position in DFGR in Q1 2023 and has held it in 13 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • NWAM LLC held 16,757 shares of Dimensional Global Real Estate ETF worth $485K as of Q2 2026.
  • NWAM LLC bought 2,105 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $60.3K.
  • Dimensional Global Real Estate ETF made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #456 holding.
  • NWAM LLC first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.