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 Q2	$2.85M	Sell	98,331 -836	-0.8%	-$23.9K	0.71%	26
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 $7.79B 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

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

Sterling Wealth Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 0.84% in Q2 2026, selling an estimated $23.9K and leaving 98,331 shares worth $2.85M. The position accounts for 0.71% of the portfolio, ranked #26.

Sterling Wealth Management first reported a position in DFGR in Q4 2023 and has held it in 10 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Sterling Wealth Management held 98,331 shares of Dimensional Global Real Estate ETF worth $2.85M as of Q2 2026.
Sterling Wealth Management sold 836 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $23.9K.
Dimensional Global Real Estate ETF made up 0.71% of Sterling Wealth Management's portfolio in Q2 2026, its #26 holding.
Sterling Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.