Sterling Wealth Management
DFGR icon

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
Q3 		$2.75M Buy
101,565
+3,234
+3% +$94K 0.71% 26
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
Verisail Partners
Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RS Crum Inc
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Sterling Wealth Management's DFGR Position: Q3 2026 in Review

Sterling Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.3% in Q3 2026, buying an estimated $94K and bringing the position to 101,565 shares worth $2.75M. 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 11 quarters since. The position peaked at $2.85M in Q2 2026. 109 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Sterling Wealth Management held 101,565 shares of Dimensional Global Real Estate ETF worth $2.75M as of Q3 2026.
  • Sterling Wealth Management bought 3,234 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $94K.
  • Dimensional Global Real Estate ETF made up 0.71% of Sterling Wealth Management's portfolio in Q3 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 11 quarters since.
  • Sterling Wealth Management's Dimensional Global Real Estate ETF position peaked at $2.85M in Q2 2026.
  • 109 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.