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Parkwoods Wealth Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Parkwoods Wealth Partners’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 		$5.16M Buy
194,292
+81,368
+72% +$2.23M 1.27% 16
2025
Q4 		$2.98M Buy
112,924
+55,902
+98% +$1.51M 0.88% 18
2025
Q3 		$1.56M Buy
+57,022
New +$1.54M 0.53% 27

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
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
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

Parkwoods Wealth Partners's DFGR Position: Q1 2026 in Review

Parkwoods Wealth Partners increased its Dimensional Global Real Estate ETF (DFGR) stake by 72% in Q1 2026, buying an estimated $2.23M and bringing the position to 194,292 shares worth $5.16M. The position accounts for 1.27% of the portfolio, ranked #16.

Parkwoods Wealth Partners first reported a position in DFGR in Q3 2025 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Parkwoods Wealth Partners held 194,292 shares of Dimensional Global Real Estate ETF worth $5.16M as of Q1 2026.
  • Parkwoods Wealth Partners bought 81,368 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $2.23M.
  • Dimensional Global Real Estate ETF made up 1.27% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #16 holding.
  • Parkwoods Wealth Partners first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.