Vawter Financial
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
Q2 		$5.81M Buy
200,438
+8,103
+4% +$232K 2.19% 14
2026
Q1 		$5.11M Buy
192,335
+8,264
+4% +$227K 2.15% 14
2025
Q4 		$4.86M Buy
184,071
+7,104
+4% +$192K 2.05% 15
2025
Q3 		$4.83M Buy
176,967
+163,282
+1,193% +$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
+30,182
+46% +$708K 1.94% 17
2023
Q3 		$1.46M Buy
65,034
+19,321
+42% +$468K 1.31% 20
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JMG Financial Group
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
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Vawter Financial's DFGR Position: Q2 2026 in Review

Vawter Financial increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.2% in Q2 2026, buying an estimated $232K and bringing the position to 200,438 shares worth $5.81M. The position accounts for 2.19% of the portfolio, ranked #14.

Vawter Financial first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. 342 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Vawter Financial held 200,438 shares of Dimensional Global Real Estate ETF worth $5.81M as of Q2 2026.
  • Vawter Financial bought 8,103 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $232K.
  • Dimensional Global Real Estate ETF made up 2.19% of Vawter Financial's portfolio in Q2 2026, its #14 holding.
  • Vawter Financial first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • 342 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.