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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Physician Wealth Solutions's DFGR Position: Q2 2026 in Review

Physician Wealth Solutions increased its Dimensional Global Real Estate ETF (DFGR) stake by 20% in Q2 2026, buying an estimated $777K and bringing the position to 166,172 shares worth $4.81M. The position accounts for 1.83% of the portfolio, ranked #19.

Physician Wealth Solutions first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 74 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Physician Wealth Solutions held 166,172 shares of Dimensional Global Real Estate ETF worth $4.81M as of Q2 2026.
  • Physician Wealth Solutions bought 27,132 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $777K.
  • Dimensional Global Real Estate ETF made up 1.83% of Physician Wealth Solutions's portfolio in Q2 2026, its #19 holding.
  • Physician Wealth Solutions first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 74 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.