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Triad Wealth Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Triad Wealth Partners’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 		$477K Buy
16,030
+3,504
+28% +$100K 0.03% 326
2026
Q1 		$333K Buy
12,526
+1,564
+14% +$42.9K 0.03% 371
2025
Q4 		$290K Buy
10,962
+2,340
+27% +$63.1K 0.03% 391
2025
Q3 		$235K Buy
+8,622
New +$233K 0.03% 331

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
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
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

Triad Wealth Partners's DFGR Position: Q2 2026 in Review

Triad Wealth Partners increased its Dimensional Global Real Estate ETF (DFGR) stake by 28% in Q2 2026, buying an estimated $100K and bringing the position to 16,030 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #326.

Triad Wealth Partners first reported a position in DFGR in Q3 2025 and has held it in 4 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Triad Wealth Partners held 16,030 shares of Dimensional Global Real Estate ETF worth $477K as of Q2 2026.
  • Triad Wealth Partners bought 3,504 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $100K.
  • Dimensional Global Real Estate ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #326 holding.
  • Triad Wealth Partners first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.