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 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 $7.07B AUM 18.05% 1-Year Est. Return

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 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

Private Wealth Management Group's DFGR Position: Q1 2026 in Review

Private Wealth Management Group increased its Dimensional Global Real Estate ETF (DFGR) stake by 6.8% in Q1 2026, buying an estimated $1.06M and bringing the position to 608,166 shares worth $16.2M. The position accounts for 4.24% of the portfolio, ranked #8.

Private Wealth Management Group first reported a position in DFGR in Q4 2023 and has held it in 10 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Private Wealth Management Group held 608,166 shares of Dimensional Global Real Estate ETF worth $16.2M as of Q1 2026.
Private Wealth Management Group bought 38,840 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $1.06M.
Dimensional Global Real Estate ETF made up 4.24% of Private Wealth Management Group's portfolio in Q1 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 10 quarters since.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.