RWA
DFGR icon

Redmont Wealth Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Redmont Wealth Advisors’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
2025
Q4 		$3.38K Hold
128
– – 0.01% 273
2025
Q3 		$3.5K Hold
128
– – ﹤0.01% 277
2025
Q2 		$3.43K Hold
128
– – 0.01% 273
2025
Q1 		$3.36K Buy
+128
New +$3.34K 0.01% 145
2024
Q4 		– Sell
-128
Closed -$3.69K – 132
2024
Q3 		$3.69K Buy
+128
New +$3.49K 0.01% 282

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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Redmont Wealth Advisors's DFGR Position: Q4 2025 in Review

Redmont Wealth Advisors held its Dimensional Global Real Estate ETF (DFGR) position steady in Q4 2025 at 128 shares worth $3.38K. The position accounts for 0.01% of the portfolio, ranked #273.

Redmont Wealth Advisors first reported a position in DFGR in Q3 2024 and has held it in 5 quarters since. The position peaked at $3.69K in Q3 2024. 314 funds tracked by Wall St. Rank hold DFGR as of Q4 2025.

  • Redmont Wealth Advisors held 128 shares of Dimensional Global Real Estate ETF worth $3.38K as of Q4 2025.
  • Redmont Wealth Advisors left its Dimensional Global Real Estate ETF share count unchanged in Q4 2025.
  • Dimensional Global Real Estate ETF made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #273 holding.
  • Redmont Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 5 quarters since.
  • Redmont Wealth Advisors's Dimensional Global Real Estate ETF position peaked at $3.69K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.