Wealth Management Nebraska’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Wealth Management Nebraska’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	$18.8M	Buy	693,350 +33,467	+5%	+$973K	1.64%	14
2026 Q2	$19.1M	Buy	659,883 +39,370	+6%	+$1.13M	1.71%	14
2026 Q1	$16.5M	Buy	620,513 +57,538	+10%	+$1.58M	1.67%	15
2025 Q4	$14.9M	Buy	562,975 +88,652	+19%	+$2.39M	1.7%	14
2025 Q3	$13M	Buy	474,323 +54,196	+13%	+$1.47M	1.54%	16
2025 Q2	$11.2M	Buy	420,127 +29,678	+8%	+$779K	1.52%	18
2025 Q1	$10.3M	Buy	390,449 +30,518	+8%	+$795K	1.56%	17
2024 Q4	$9.19M	Buy	+359,931	New	+$9.9M	1.5%	17

Other funds holding DFGR

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

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

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

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Wealth Management Nebraska's DFGR Position: Q3 2026 in Review

Wealth Management Nebraska increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.1% in Q3 2026, buying an estimated $973K and bringing the position to 693,350 shares worth $18.8M. The position accounts for 1.64% of the portfolio, ranked #14.

Wealth Management Nebraska first reported a position in DFGR in Q4 2024 and has held it in 8 quarters since. The position peaked at $19.1M in Q2 2026. 122 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Wealth Management Nebraska held 693,350 shares of Dimensional Global Real Estate ETF worth $18.8M as of Q3 2026.
Wealth Management Nebraska bought 33,467 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $973K.
Dimensional Global Real Estate ETF made up 1.64% of Wealth Management Nebraska's portfolio in Q3 2026, its #14 holding.
Wealth Management Nebraska first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
Wealth Management Nebraska's Dimensional Global Real Estate ETF position peaked at $19.1M in Q2 2026.
122 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Wealth Management Nebraska's 13F filing for Q3 2026, filed 26 Oct 2026.