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

Selective 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 		$455K Buy
15,186
+6,550
+76% +$188K 0.12% 88
2026
Q1 		$245K Buy
+8,636
New +$237K 0.07% 107

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 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

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

Selective Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 76% in Q2 2026, buying an estimated $188K and bringing the position to 15,186 shares worth $455K. The position accounts for 0.12% of the portfolio, ranked #88.

Selective Wealth Management first reported a position in DFGR in Q1 2026 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Selective Wealth Management held 15,186 shares of Dimensional Global Real Estate ETF worth $455K as of Q2 2026.
  • Selective Wealth Management bought 6,550 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $188K.
  • Dimensional Global Real Estate ETF made up 0.12% of Selective Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Selective Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.