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 Q3	$17.6M	Buy	650,635 +31,986	+5%	+$930K	3.96%	8
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	$9.7M	Buy	+373,568	New	+$8.76M	4.77%	8

Other funds holding DFGR

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

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 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

Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

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

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

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

Private Wealth Management Group's DFGR Position: Q3 2026 in Review

Private Wealth Management Group increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.2% in Q3 2026, buying an estimated $930K and bringing the position to 650,635 shares worth $17.6M. The position accounts for 3.96% of the portfolio, ranked #8.

Private Wealth Management Group first reported a position in DFGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.9M in Q2 2026. 97 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Private Wealth Management Group held 650,635 shares of Dimensional Global Real Estate ETF worth $17.6M as of Q3 2026.
Private Wealth Management Group bought 31,986 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $930K.
Dimensional Global Real Estate ETF made up 3.96% of Private Wealth Management Group's portfolio in Q3 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 12 quarters since.
Private Wealth Management Group's Dimensional Global Real Estate ETF position peaked at $17.9M in Q2 2026.
97 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.