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

Ridgeline Wealth’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	$1.69M	Buy	58,466 +3,108	+6%	+$89K	0.99%	19
2026 Q1	$1.47M	Buy	55,358 +3,005	+6%	+$82.4K	1.05%	19
2025 Q4	$1.38M	Buy	52,353 +5,480	+12%	+$148K	0.96%	19
2025 Q3	$1.28M	Buy	46,873 +1,801	+4%	+$48.8K	0.94%	19
2025 Q2	$1.21M	Sell	45,072 -286	-0.6%	-$7.51K	0.99%	20
2025 Q1	$1.19M	Buy	45,358 +2,989	+7%	+$77.9K	1.01%	19
2024 Q4	$1.08M	Buy	+42,369	New	+$1.16M	0.88%	20

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 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

Ridgeline Wealth's DFGR Position: Q2 2026 in Review

Ridgeline Wealth increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.6% in Q2 2026, buying an estimated $89K and bringing the position to 58,466 shares worth $1.69M. The position accounts for 0.99% of the portfolio, ranked #19.

Ridgeline Wealth first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Ridgeline Wealth held 58,466 shares of Dimensional Global Real Estate ETF worth $1.69M as of Q2 2026.
Ridgeline Wealth bought 3,108 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $89K.
Dimensional Global Real Estate ETF made up 0.99% of Ridgeline Wealth's portfolio in Q2 2026, its #19 holding.
Ridgeline Wealth first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.