VPWA
DFGR icon

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
Q2 		$5.28M Buy
182,356
+33,116
+22% +$948K 2.06% 15
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
SC
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
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Vestia Personal Wealth Advisors's DFGR Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 22% in Q2 2026, buying an estimated $948K and bringing the position to 182,356 shares worth $5.28M. The position accounts for 2.06% of the portfolio, ranked #15.

Vestia Personal Wealth Advisors first reported a position in DFGR in Q2 2024 and has held it in 9 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Vestia Personal Wealth Advisors held 182,356 shares of Dimensional Global Real Estate ETF worth $5.28M as of Q2 2026.
  • Vestia Personal Wealth Advisors bought 33,116 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $948K.
  • Dimensional Global Real Estate ETF made up 2.06% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.