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 Q3	$1.67M	Buy	61,122 +2,656	+5%	+$77.2K	0.95%	22
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

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

GWWM

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

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

IWM

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

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Ridgeline Wealth's DFGR Position: Q3 2026 in Review

Ridgeline Wealth increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.5% in Q3 2026, buying an estimated $77.2K and bringing the position to 61,122 shares worth $1.67M. The position accounts for 0.95% of the portfolio, ranked #22.

Ridgeline Wealth first reported a position in DFGR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q2 2026. 40 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Ridgeline Wealth held 61,122 shares of Dimensional Global Real Estate ETF worth $1.67M as of Q3 2026.
Ridgeline Wealth bought 2,656 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $77.2K.
Dimensional Global Real Estate ETF made up 0.95% of Ridgeline Wealth's portfolio in Q3 2026, its #22 holding.
Ridgeline Wealth first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
Ridgeline Wealth's Dimensional Global Real Estate ETF position peaked at $1.69M in Q2 2026.
40 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.