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

Seaside 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	$630K	Buy	21,732 +150	+0.7%	+$4.3K	0.16%	37
2026 Q1	$574K	Buy	21,582 +13	+0.1%	+$356	0.16%	36
2025 Q4	$570K	Sell	21,569 -919	-4%	-$24.8K	0.16%	36
2025 Q3	$614K	Sell	22,488 -2,878	-11%	-$77.9K	0.18%	33
2025 Q2	$681K	Sell	25,366 -1,351	-5%	-$35.5K	0.22%	31
2025 Q1	$702K	Buy	26,717 +3,539	+15%	+$92.2K	0.25%	28
2024 Q4	$592K	Buy	23,178 +2,346	+11%	+$64.4K	0.22%	29
2024 Q3	$601K	Buy	20,832 +25	+0.1%	+$681	0.23%	29
2024 Q2	$520K	Buy	20,807 +6,831	+49%	+$168K	0.22%	31
2024 Q1	$357K	Buy	13,976 +34	+0.2%	+$853	0.15%	35
2023 Q4	$362K	Buy	+13,942	New	+$327K	0.17%	35

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

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

Seaside Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.7% in Q2 2026, buying an estimated $4.3K and bringing the position to 21,732 shares worth $630K. The position accounts for 0.16% of the portfolio, ranked #37.

Seaside Wealth Management first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $702K in Q1 2025. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Seaside Wealth Management held 21,732 shares of Dimensional Global Real Estate ETF worth $630K as of Q2 2026.
Seaside Wealth Management bought 150 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $4.3K.
Dimensional Global Real Estate ETF made up 0.16% of Seaside Wealth Management's portfolio in Q2 2026, its #37 holding.
Seaside Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Seaside Wealth Management's Dimensional Global Real Estate ETF position peaked at $702K in Q1 2025.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.