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

Silvia McColl 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	$1.76M	Buy	60,771 +344	+0.6%	+$9.85K	1.06%	27
2026 Q1	$1.61M	Buy	60,427 +2,018	+3%	+$55.3K	1.06%	27
2025 Q4	$1.54M	Sell	58,409 -482	-0.8%	-$13K	1.03%	29
2025 Q3	$1.61M	Sell	58,891 -1,256	-2%	-$34K	1.09%	27
2025 Q2	$1.61M	Sell	60,147 -3,007	-5%	-$78.9K	1.17%	23
2025 Q1	$1.66M	Buy	63,154 +734	+1%	+$19.1K	1.26%	18
2024 Q4	$1.59M	Buy	62,420 +1,623	+3%	+$44.5K	1.19%	20
2024 Q3	$1.75M	Buy	+60,797	New	+$1.66M	1.31%	18

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

Silvia McColl Wealth Management's DFGR Position: Q2 2026 in Review

Silvia McColl Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.57% in Q2 2026, buying an estimated $9.85K and bringing the position to 60,771 shares worth $1.76M. The position accounts for 1.06% of the portfolio, ranked #27.

Silvia McColl Wealth Management first reported a position in DFGR in Q3 2024 and has held it in 8 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Silvia McColl Wealth Management held 60,771 shares of Dimensional Global Real Estate ETF worth $1.76M as of Q2 2026.
Silvia McColl Wealth Management bought 344 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $9.85K.
Dimensional Global Real Estate ETF made up 1.06% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #27 holding.
Silvia McColl Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

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