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

Sterling 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 Q1	$2.64M	Buy	99,167 +4,191	+4%	+$115K	0.72%	27
2025 Q4	$2.51M	Buy	94,976 +8,761	+10%	+$236K	0.72%	27
2025 Q3	$2.35M	Buy	86,215 +7,377	+9%	+$200K	0.71%	28
2025 Q2	$2.12M	Buy	+78,838	New	+$2.07M	0.72%	28
2024 Q4	$2.39M	Buy	93,732 +2,708	+3%	+$74.3K	0.88%	25
2024 Q3	$2.63M	Buy	91,024 +35,839	+65%	+$976K	0.98%	23
2024 Q2	$1.38M	Buy	55,185 +13,975	+34%	+$344K	0.65%	26
2024 Q1	$1.05M	Buy	41,210 +16,642	+68%	+$417K	0.52%	31
2023 Q4	$638K	Buy	+24,568	New	+$576K	0.36%	40

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Sterling Wealth Management's DFGR Position: Q1 2026 in Review

Sterling Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.4% in Q1 2026, buying an estimated $115K and bringing the position to 99,167 shares worth $2.64M. The position accounts for 0.72% of the portfolio, ranked #27.

Sterling Wealth Management first reported a position in DFGR in Q4 2023 and has held it in 9 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Sterling Wealth Management held 99,167 shares of Dimensional Global Real Estate ETF worth $2.64M as of Q1 2026.
Sterling Wealth Management bought 4,191 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $115K.
Dimensional Global Real Estate ETF made up 0.72% of Sterling Wealth Management's portfolio in Q1 2026, its #27 holding.
Sterling Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.