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

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return