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

Wealth Enhancement Trust 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 Q3	$1.88M	Buy	69,454 +56,959	+456%	+$1.66M	0.2%	103
2026 Q2	$362K	Hold	12,495	–	–	0.04%	235
2026 Q1	$332K	Buy	12,495 +6,493	+108%	+$178K	0.04%	240
2025 Q4	$159K	Buy	+6,002	New	+$162K	0.02%	286

Other funds holding DFGR

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Wealth Enhancement Trust Services's DFGR Position: Q3 2026 in Review

Wealth Enhancement Trust Services increased its Dimensional Global Real Estate ETF (DFGR) stake by 456% in Q3 2026, buying an estimated $1.66M and bringing the position to 69,454 shares worth $1.88M. The position accounts for 0.2% of the portfolio, ranked #103.

Wealth Enhancement Trust Services first reported a position in DFGR in Q4 2025 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Wealth Enhancement Trust Services held 69,454 shares of Dimensional Global Real Estate ETF worth $1.88M as of Q3 2026.
Wealth Enhancement Trust Services bought 56,959 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $1.66M.
Dimensional Global Real Estate ETF made up 0.2% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #103 holding.
Wealth Enhancement Trust Services first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 4 quarters since.
314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.