RWM
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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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 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. 172 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.
  • 172 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.