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%	+$6.52K	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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 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. 341 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.
341 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.