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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
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

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

Wealth Enhancement Trust Services held its Dimensional Global Real Estate ETF (DFGR) position steady in Q2 2026 at 12,495 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #235.

Wealth Enhancement Trust Services first reported a position in DFGR in Q4 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Wealth Enhancement Trust Services held 12,495 shares of Dimensional Global Real Estate ETF worth $362K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Dimensional Global Real Estate ETF share count unchanged in Q2 2026.
  • Dimensional Global Real Estate ETF made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #235 holding.
  • Wealth Enhancement Trust Services first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

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