Vermillion & White Wealth Management Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-63	Closed	-$1.66K	–	192
2025 Q4	$1.66K	Buy	63 +18	+40%	+$485	﹤0.01%	509
2025 Q3	$1.23K	Buy	45 +22	+96%	+$596	﹤0.01%	525
2025 Q2	$617	Hold	23	–	–	﹤0.01%	506
2025 Q1	$604	Sell	23 -200	-90%	-$5.21K	﹤0.01%	493
2024 Q4	$5.7K	Buy	223 +1	+0.5%	+$27	﹤0.01%	267
2024 Q3	$6.42K	Sell	222 -395	-64%	-$10.8K	﹤0.01%	240
2024 Q2	$15.4K	Buy	617 +99	+19%	+$2.44K	0.01%	202
2024 Q1	$13.2K	Buy	+518	New	+$13K	0.01%	199

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

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Vermillion & White Wealth Management Group's DFGR Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2026, closing a stake of 63 shares — an estimated $1.66K sold.

Vermillion & White Wealth Management Group first reported a position in DFGR in Q1 2024 and held it in 8 quarters. The position peaked at $15.4K in Q2 2024. 317 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Dimensional Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 63 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $1.66K.
Vermillion & White Wealth Management Group first reported a position in Dimensional Global Real Estate ETF in Q1 2024 and held it in 8 quarters.
Vermillion & White Wealth Management Group's Dimensional Global Real Estate ETF position peaked at $15.4K in Q2 2024.
317 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.