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

Spire 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	$5.04M	Buy	174,100 +2,775	+2%	+$79.5K	0.15%	137
2026 Q1	$4.55M	Buy	171,325 +19,544	+13%	+$536K	0.16%	139
2025 Q4	$4.01M	Buy	151,781 +21,950	+17%	+$592K	0.13%	147
2025 Q3	$3.55M	Buy	129,831 +608	+0.5%	+$16.5K	0.12%	143
2025 Q2	$3.47M	Buy	129,223 +561	+0.4%	+$14.7K	0.12%	142
2025 Q1	$3.38M	Buy	128,662 +16,672	+15%	+$434K	0.11%	168
2024 Q4	$2.86M	Buy	+111,990	New	+$3.07M	0.09%	197

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

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

Spire Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.6% in Q2 2026, buying an estimated $79.5K and bringing the position to 174,100 shares worth $5.04M. The position accounts for 0.15% of the portfolio, ranked #137.

Spire Wealth Management first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Spire Wealth Management held 174,100 shares of Dimensional Global Real Estate ETF worth $5.04M as of Q2 2026.
Spire Wealth Management bought 2,775 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $79.5K.
Dimensional Global Real Estate ETF made up 0.15% of Spire Wealth Management's portfolio in Q2 2026, its #137 holding.
Spire Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.