RWM
DFGR icon

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

Ruedi 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 		$5.79M Buy
199,828
+8,862
+5% +$254K 1.36% 14
2026
Q1 		$5.08M Buy
190,966
+17,488
+10% +$479K 1.31% 14
2025
Q4 		$4.58M Buy
173,478
+30,575
+21% +$825K 1.2% 16
2025
Q3 		$3.9M Buy
142,903
+9,367
+7% +$254K 1.09% 20
2025
Q2 		$3.58M Buy
133,536
+7,384
+6% +$194K 1.06% 20
2025
Q1 		$3.31M Sell
126,152
-1,398
-1% -$36.4K 1.04% 19
2024
Q4 		$3.26M Buy
127,550
+27,599
+28% +$757K 1.03% 19
2024
Q3 		$2.88M Buy
99,951
+45,209
+83% +$1.23M 0.99% 19
2024
Q2 		$1.37M Buy
54,742
+26,328
+93% +$648K 0.54% 21
2024
Q1 		$725K Buy
28,414
+16,627
+141% +$417K 0.31% 30
2023
Q4 		$306K Buy
11,787
+3,202
+37% +$75.1K 0.14% 42
2023
Q3 		$192K Buy
8,585
+3,227
+60% +$78.1K 0.11% 44
2023
Q2 		$131K Buy
5,358
+913
+21% +$22.2K 0.08% 50
2023
Q1 		$109K Buy
4,445
+4,255
+2,239% +$108K 0.07% 52
2022
Q4 		$4.63K Buy
+190
New +$4.69K ﹤0.01% 183

Other funds holding DFGR

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

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

Ruedi Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.6% in Q2 2026, buying an estimated $254K and bringing the position to 199,828 shares worth $5.79M. The position accounts for 1.36% of the portfolio, ranked #14.

Ruedi Wealth Management first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Ruedi Wealth Management held 199,828 shares of Dimensional Global Real Estate ETF worth $5.79M as of Q2 2026.
  • Ruedi Wealth Management bought 8,862 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $254K.
  • Dimensional Global Real Estate ETF made up 1.36% of Ruedi Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Ruedi Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.