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 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	+$9.88M	1.5%	17

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Wealth Management Nebraska's DFGR Position: Q1 2026 in Review

Wealth Management Nebraska increased its Dimensional Global Real Estate ETF (DFGR) stake by 10% in Q1 2026, buying an estimated $1.58M and bringing the position to 620,513 shares worth $16.5M. The position accounts for 1.67% of the portfolio, ranked #15.

Wealth Management Nebraska first reported a position in DFGR in Q4 2024 and has held it in 6 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Wealth Management Nebraska held 620,513 shares of Dimensional Global Real Estate ETF worth $16.5M as of Q1 2026.
Wealth Management Nebraska bought 57,538 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $1.58M.
Dimensional Global Real Estate ETF made up 1.67% of Wealth Management Nebraska's portfolio in Q1 2026, its #15 holding.
Wealth Management Nebraska first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Wealth Management Nebraska's 13F filing for Q1 2026, filed 15 May 2026.