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

Wealth Advisors Northwest’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	$3.47M	Buy	119,727 +9,521	+9%	+$273K	1.18%	17
2026 Q1	$2.93M	Buy	110,206 +8,740	+9%	+$240K	1.23%	17
2025 Q4	$2.68M	Buy	101,466 +21,411	+27%	+$577K	1.19%	17
2025 Q3	$2.19M	Buy	80,055 +13,921	+21%	+$377K	1.06%	20
2025 Q2	$1.77M	Buy	66,134 +17,188	+35%	+$451K	0.93%	21
2025 Q1	$1.29M	Buy	48,946 +33,351	+214%	+$869K	0.81%	24
2024 Q4	$398K	Buy	+15,595	New	+$428K	0.27%	39

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

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

Wealth Advisors Northwest's DFGR Position: Q2 2026 in Review

Wealth Advisors Northwest increased its Dimensional Global Real Estate ETF (DFGR) stake by 8.6% in Q2 2026, buying an estimated $273K and bringing the position to 119,727 shares worth $3.47M. The position accounts for 1.18% of the portfolio, ranked #17.

Wealth Advisors Northwest first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Wealth Advisors Northwest held 119,727 shares of Dimensional Global Real Estate ETF worth $3.47M as of Q2 2026.
Wealth Advisors Northwest bought 9,521 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $273K.
Dimensional Global Real Estate ETF made up 1.18% of Wealth Advisors Northwest's portfolio in Q2 2026, its #17 holding.
Wealth Advisors Northwest first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.