VF
DFGR icon

Vawter Financial’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Vawter Financial’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 		$5.1M Buy
191,972
+8,022
+4% +$220K 2.15% 14
2025
Q4 		$4.86M Buy
183,950
+7,101
+4% +$192K 2.05% 15
2025
Q3 		$4.83M Buy
176,849
+163,164
+1,192% +$4.42M 2.19% 15
2025
Q2 		$367K Sell
13,685
-151,774
-92% -$3.98M 4.15% 9
2025
Q1 		$4.34M Buy
165,459
+16,011
+11% +$417K 2.43% 13
2024
Q4 		$3.82M Buy
149,448
+20,294
+16% +$557K 2.29% 12
2024
Q3 		$3.73M Buy
129,154
+3,170
+3% +$86.4K 2.28% 12
2024
Q2 		$3.15M Buy
125,984
+23,532
+23% +$579K 2.16% 14
2024
Q1 		$2.62M Buy
102,452
+7,236
+8% +$181K 1.9% 15
2023
Q4 		$2.47M Buy
95,216
+68,250
+253% +$1.6M 1.94% 17
2023
Q3 		$604K Sell
26,966
-18,747
-41% -$454K 0.69% 29
2023
Q2 		$1.11M Buy
45,713
+6,474
+16% +$158K 0.96% 23
2023
Q1 		$963K Buy
+39,239
New +$991K 0.98% 22

Other funds holding DFGR

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

Vawter Financial's DFGR Position: Q1 2026 in Review

Vawter Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.4% in Q1 2026, buying an estimated $220K and bringing the position to 191,972 shares worth $5.1M. The position accounts for 2.15% of the portfolio, ranked #14.

Vawter Financial first reported a position in DFGR in Q1 2023 and has held it in 13 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Vawter Financial held 191,972 shares of Dimensional Global Real Estate ETF worth $5.1M as of Q1 2026.
  • Vawter Financial bought 8,022 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $220K.
  • Dimensional Global Real Estate ETF made up 2.15% of Vawter Financial's portfolio in Q1 2026, its #14 holding.
  • Vawter Financial first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.