Physician Wealth Solutions’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Physician Wealth Solutions’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 Q3	$4.65M	Buy	171,798 +5,626	+3%	+$164K	1.83%	18
2026 Q2	$4.81M	Buy	166,172 +27,132	+20%	+$777K	1.83%	19
2026 Q1	$3.7M	Buy	139,040 +37,744	+37%	+$1.03M	1.53%	20
2025 Q4	$2.68M	Buy	101,296 +33,742	+50%	+$910K	1.14%	22
2025 Q3	$1.84M	Buy	67,554 +9,820	+17%	+$266K	0.81%	25
2025 Q2	$1.55M	Buy	57,734 +10,823	+23%	+$284K	0.72%	25
2025 Q1	$1.23M	Buy	46,911 +22,916	+96%	+$597K	0.62%	24
2024 Q4	$613K	Buy	23,995 +9,183	+62%	+$252K	0.31%	29
2024 Q3	$414K	Buy	14,812 +2,254	+18%	+$61.4K	0.21%	31
2024 Q2	$314K	Buy	12,558 +4,432	+55%	+$109K	0.22%	34
2024 Q1	$207K	Buy	8,126 +202	+3%	+$5.07K	0.17%	38
2023 Q4	$206K	Buy	+7,924	New	+$186K	0.21%	37

Other funds holding DFGR

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Physician Wealth Solutions's DFGR Position: Q3 2026 in Review

Physician Wealth Solutions increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.4% in Q3 2026, buying an estimated $164K and bringing the position to 171,798 shares worth $4.65M. The position accounts for 1.83% of the portfolio, ranked #18.

Physician Wealth Solutions first reported a position in DFGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.81M in Q2 2026. 67 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Physician Wealth Solutions held 171,798 shares of Dimensional Global Real Estate ETF worth $4.65M as of Q3 2026.
Physician Wealth Solutions bought 5,626 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $164K.
Dimensional Global Real Estate ETF made up 1.83% of Physician Wealth Solutions's portfolio in Q3 2026, its #18 holding.
Physician Wealth Solutions first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
Physician Wealth Solutions's Dimensional Global Real Estate ETF position peaked at $4.81M in Q2 2026.
67 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.