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Vise Technologies’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Vise Technologies’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 		$788K Hold
29,809
– – 0.02% 670
2025
Q4 		$788K Buy
+29,809
New +$804K 0.02% 675

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
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
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 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

Vise Technologies's DFGR Position: Q1 2026 in Review

Vise Technologies held its Dimensional Global Real Estate ETF (DFGR) position steady in Q1 2026 at 29,809 shares worth $788K. The position accounts for 0.02% of the portfolio, ranked #670.

Vise Technologies first reported a position in DFGR in Q4 2025 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Vise Technologies held 29,809 shares of Dimensional Global Real Estate ETF worth $788K as of Q1 2026.
  • Vise Technologies left its Dimensional Global Real Estate ETF share count unchanged in Q1 2026.
  • Dimensional Global Real Estate ETF made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #670 holding.
  • Vise Technologies first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.