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Private Wealth Management Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Private Wealth Management Group’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 		$17.9M Buy
618,649
+10,483
+2% +$300K 4.16% 8
2026
Q1 		$16.2M Buy
608,166
+38,840
+7% +$1.06M 4.24% 8
2025
Q4 		$15M Buy
569,326
+23,111
+4% +$623K 4.02% 8
2025
Q3 		$14.9M Buy
546,215
+35,042
+7% +$949K 4.11% 7
2025
Q2 		$13.7M Buy
511,173
+13,493
+3% +$354K 4.56% 6
2025
Q1 		$13.1M Buy
497,680
+33,730
+7% +$879K 4.82% 4
2024
Q4 		$11.8M Buy
463,950
+17,065
+4% +$468K 4.54% 6
2024
Q3 		$12.9M Buy
446,885
+23,354
+6% +$636K 5.09% 5
2024
Q2 		$10.6M Buy
423,531
+16,420
+4% +$404K 4.58% 7
2024
Q1 		$10.4M Buy
407,111
+33,543
+9% +$841K 4.71% 8
2023
Q4 		$9.71M Buy
+373,568
New +$8.76M 4.77% 8

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Private Wealth Management Group's DFGR Position: Q2 2026 in Review

Private Wealth Management Group increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.7% in Q2 2026, buying an estimated $300K and bringing the position to 618,649 shares worth $17.9M. The position accounts for 4.16% of the portfolio, ranked #8.

Private Wealth Management Group first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Private Wealth Management Group held 618,649 shares of Dimensional Global Real Estate ETF worth $17.9M as of Q2 2026.
  • Private Wealth Management Group bought 10,483 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $300K.
  • Dimensional Global Real Estate ETF made up 4.16% of Private Wealth Management Group's portfolio in Q2 2026, its #8 holding.
  • Private Wealth Management Group first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.