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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return