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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

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. 74 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.
  • 74 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.