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 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

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

Shotwell Rutter Baer's DFGR Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its Dimensional Global Real Estate ETF (DFGR) stake by 0.46% in Q2 2026, selling an estimated $26K and leaving 194,264 shares worth $5.63M. The position accounts for 3.09% of the portfolio, ranked #12.

Shotwell Rutter Baer first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Shotwell Rutter Baer held 194,264 shares of Dimensional Global Real Estate ETF worth $5.63M as of Q2 2026.
Shotwell Rutter Baer sold 907 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $26K.
Dimensional Global Real Estate ETF made up 3.09% of Shotwell Rutter Baer's portfolio in Q2 2026, its #12 holding.
Shotwell Rutter Baer first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.