Vestia Personal Wealth Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Vestia Personal Wealth Advisors’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	$3.97M	Buy	149,240 +25,837	+21%	+$708K	1.86%	16
2025 Q4	$3.33M	Buy	123,403 +36,702	+42%	+$990K	1.69%	16
2025 Q3	$2.37M	Buy	86,701 +24,890	+40%	+$674K	1.37%	18
2025 Q2	$1.66M	Buy	61,811 +9,154	+17%	+$240K	1.14%	17
2025 Q1	$1.38M	Buy	52,657 +8,040	+18%	+$210K	1.09%	20
2024 Q4	$1.14M	Buy	44,617 +8,618	+24%	+$237K	0.94%	20
2024 Q3	$1.04M	Buy	35,999 +213	+0.6%	+$5.8K	0.98%	21
2024 Q2	$894K	Buy	+35,786	New	+$881K	0.95%	23

Other funds holding DFGR

FFM

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $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 $2.31B AUM 26.52% 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

Vestia Personal Wealth Advisors's DFGR Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 21% in Q1 2026, buying an estimated $708K and bringing the position to 149,240 shares worth $3.97M. The position accounts for 1.86% of the portfolio, ranked #16.

Vestia Personal Wealth Advisors first reported a position in DFGR in Q2 2024 and has held it in 8 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Vestia Personal Wealth Advisors held 149,240 shares of Dimensional Global Real Estate ETF worth $3.97M as of Q1 2026.
Vestia Personal Wealth Advisors bought 25,837 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $708K.
Dimensional Global Real Estate ETF made up 1.86% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #16 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.