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

Parkworth 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
2025
Q2 		$835K Buy
31,135
+2,382
+8% +$62.5K 0.6% 33
2025
Q1 		$755K Buy
28,753
+643
+2% +$16.8K 0.6% 32
2024
Q4 		$718K Buy
+28,110
New +$772K 0.6% 32

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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Parkworth Wealth Management's DFGR Position: Q2 2025 in Review

Parkworth Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 8.3% in Q2 2025, buying an estimated $62.5K and bringing the position to 31,135 shares worth $835K. The position accounts for 0.6% of the portfolio, ranked #33.

Parkworth Wealth Management first reported a position in DFGR in Q4 2024 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold DFGR as of Q2 2025.

  • Parkworth Wealth Management held 31,135 shares of Dimensional Global Real Estate ETF worth $835K as of Q2 2025.
  • Parkworth Wealth Management bought 2,382 Dimensional Global Real Estate ETF shares in Q2 2025, an estimated $62.5K.
  • Dimensional Global Real Estate ETF made up 0.6% of Parkworth Wealth Management's portfolio in Q2 2025, its #33 holding.
  • Parkworth Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.