WA
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Wealth Architects’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Wealth Architects’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 		$8.24M Buy
284,328
+14,913
+6% +$427K 0.65% 31
2026
Q1 		$7.16M Buy
269,415
+10,612
+4% +$291K 0.64% 31
2025
Q4 		$6.84M Buy
258,803
+24,569
+10% +$663K 0.62% 31
2025
Q3 		$6.4M Buy
234,234
+12,514
+6% +$339K 0.6% 32
2025
Q2 		$5.95M Buy
221,720
+19,805
+10% +$520K 0.6% 32
2025
Q1 		$5.3M Buy
201,915
+12,624
+7% +$329K 0.59% 30
2024
Q4 		$4.83M Buy
189,291
+10,263
+6% +$282K 0.55% 33
2024
Q3 		$5.17M Buy
179,028
+13,270
+8% +$361K 0.58% 31
2024
Q2 		$4.14M Buy
165,758
+23,133
+16% +$569K 0.51% 33
2024
Q1 		$3.64M Buy
142,625
+25,946
+22% +$651K 0.48% 32
2023
Q4 		$3.03M Buy
116,679
+32,162
+38% +$754K 0.43% 38
2023
Q3 		$1.89M Buy
84,517
+41,895
+98% +$1.01M 0.32% 47
2023
Q2 		$1.04M Buy
+42,622
New +$1.04M 0.17% 65

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

Wealth Architects's DFGR Position: Q2 2026 in Review

Wealth Architects increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.5% in Q2 2026, buying an estimated $427K and bringing the position to 284,328 shares worth $8.24M. The position accounts for 0.65% of the portfolio, ranked #31.

Wealth Architects first reported a position in DFGR in Q2 2023 and has held it in 13 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Wealth Architects held 284,328 shares of Dimensional Global Real Estate ETF worth $8.24M as of Q2 2026.
  • Wealth Architects bought 14,913 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $427K.
  • Dimensional Global Real Estate ETF made up 0.65% of Wealth Architects's portfolio in Q2 2026, its #31 holding.
  • Wealth Architects first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.