Shotwell Rutter Baer’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Shotwell Rutter Baer’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 Q3	$5.32M	Buy	196,633 +2,369	+1%	+$68.9K	2.96%	13
2026 Q2	$5.63M	Sell	194,264 -907	-0.5%	-$26K	3.09%	12
2026 Q1	$5.19M	Buy	195,171 +9,673	+5%	+$265K	3.05%	13
2025 Q4	$4.95M	Buy	185,498 +10,636	+6%	+$287K	2.97%	13
2025 Q3	$4.72M	Buy	174,862 +3,613	+2%	+$97.8K	3.04%	12
2025 Q2	$4.63M	Buy	171,249 +3,494	+2%	+$91.7K	3.15%	12
2025 Q1	$4.14M	Buy	167,755 +2,531	+2%	+$66K	3.65%	12
2024 Q4	$4.09M	Buy	165,224 +3,530	+2%	+$96.9K	3.44%	12
2024 Q3	$4.56M	Buy	161,694 +3,591	+2%	+$97.8K	3.75%	11
2024 Q2	$3.96M	Buy	158,103 +5,637	+4%	+$139K	3.51%	11
2024 Q1	$3.87M	Buy	152,466 +1,143	+0.8%	+$28.7K	7.84%	6
2023 Q4	$3.89M	Buy	+151,323	New	+$3.55M	3.71%	11

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Shotwell Rutter Baer's DFGR Position: Q3 2026 in Review

Shotwell Rutter Baer increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.2% in Q3 2026, buying an estimated $68.9K and bringing the position to 196,633 shares worth $5.32M. The position accounts for 2.96% of the portfolio, ranked #13.

Shotwell Rutter Baer first reported a position in DFGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.63M in Q2 2026. 100 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Shotwell Rutter Baer held 196,633 shares of Dimensional Global Real Estate ETF worth $5.32M as of Q3 2026.
Shotwell Rutter Baer bought 2,369 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $68.9K.
Dimensional Global Real Estate ETF made up 2.96% of Shotwell Rutter Baer's portfolio in Q3 2026, its #13 holding.
Shotwell Rutter Baer first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
Shotwell Rutter Baer's Dimensional Global Real Estate ETF position peaked at $5.63M in Q2 2026.
100 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.