Wealth Enhancement Advisory Services
DFGR icon

Wealth Enhancement Advisory Services’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Wealth Enhancement Advisory Services’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 		$13.3M Buy
455,872
+220,228
+93% +$6.31M 0.02% 562
2026
Q1 		$6.36M Sell
235,644
-47,549
-17% -$1.3M 0.01% 781
2025
Q4 		$7.54M Buy
283,193
+2,759
+1% +$74.4K 0.01% 817
2025
Q3 		$7.6M Buy
280,434
+84,960
+43% +$2.3M 0.01% 759
2025
Q2 		$5.29M Sell
195,474
-3,233
-2% -$84.9K 0.01% 873
2025
Q1 		$5.22M Sell
198,707
-2,722
-1% -$70.9K 0.01% 820
2024
Q4 		$5.14M Sell
201,429
-4,159
-2% -$114K 0.01% 791
2024
Q3 		$5.93M Sell
205,588
-5,868
-3% -$160K 0.01% 678
2024
Q2 		$5.28M Sell
211,456
-44,094
-17% -$1.09M 0.01% 667
2024
Q1 		$6.52M Buy
255,550
+20,393
+9% +$511K 0.02% 602
2023
Q4 		$6.11M Buy
235,157
+37,082
+19% +$869K 0.02% 557
2023
Q3 		$4.44M Buy
+198,075
New +$4.79M 0.01% 614

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 Enhancement Advisory Services's DFGR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional Global Real Estate ETF (DFGR) stake by 93% in Q2 2026, buying an estimated $6.31M and bringing the position to 455,872 shares worth $13.3M. The position accounts for 0.02% of the portfolio, ranked #562.

Wealth Enhancement Advisory Services first reported a position in DFGR in Q3 2023 and has held it in 12 quarters since. 85 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 455,872 shares of Dimensional Global Real Estate ETF worth $13.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 220,228 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $6.31M.
  • Dimensional Global Real Estate ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #562 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional Global Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • 85 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.