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

Rockwood Wealth Management’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	$33.4M	Buy	1,152,153 +145,642	+14%	+$4.17M	2.11%	10
2026 Q1	$26.8M	Buy	1,006,511 +105,290	+12%	+$2.89M	1.91%	11
2025 Q4	$23.8M	Buy	901,221 +188,275	+26%	+$5.08M	1.78%	11
2025 Q3	$19.5M	Buy	712,946 +177,876	+33%	+$4.82M	1.56%	11
2025 Q2	$14.4M	Buy	535,070 +349,651	+189%	+$9.18M	1.26%	12
2025 Q1	$4.87M	Buy	185,419 +124,879	+206%	+$3.25M	0.5%	15
2024 Q4	$1.54M	Buy	+60,540	New	+$1.66M	0.17%	30
2024 Q2	–	Sell	-12,283	Closed	-$314K	–	88
2024 Q1	$314K	Buy	+12,283	New	+$308K	0.04%	64

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

Rockwood Wealth Management's DFGR Position: Q2 2026 in Review

Rockwood Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 14% in Q2 2026, buying an estimated $4.17M and bringing the position to 1,152,153 shares worth $33.4M. The position accounts for 2.11% of the portfolio, ranked #10.

Rockwood Wealth Management first reported a position in DFGR in Q1 2024 and has held it in 8 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Rockwood Wealth Management held 1,152,153 shares of Dimensional Global Real Estate ETF worth $33.4M as of Q2 2026.
Rockwood Wealth Management bought 145,642 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $4.17M.
Dimensional Global Real Estate ETF made up 2.11% of Rockwood Wealth Management's portfolio in Q2 2026, its #10 holding.
Rockwood Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q1 2024 and has held it in 8 quarters since.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.