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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 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. 341 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.
341 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.