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Wealthcare Advisory Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Wealthcare Advisory Partners’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 		$1.41M Buy
48,817
+712
+1% +$20.4K 0.03% 431
2026
Q1 		$1.28M Sell
48,105
-30,889
-39% -$847K 0.02% 458
2025
Q4 		$2.09M Buy
78,994
+3,128
+4% +$84.4K 0.04% 357
2025
Q3 		$2.07M Buy
75,866
+7,329
+11% +$198K 0.04% 334
2025
Q2 		$1.84M Buy
68,537
+1,392
+2% +$36.5K 0.04% 346
2025
Q1 		$1.76M Buy
67,145
+50,487
+303% +$1.32M 0.05% 312
2024
Q4 		$425K Buy
16,658
+4,023
+32% +$110K 0.01% 612
2024
Q3 		$365K Buy
12,635
+1,198
+10% +$32.6K 0.01% 655
2024
Q2 		$286K Buy
+11,437
New +$281K 0.01% 692

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Wealthcare Advisory Partners's DFGR Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.5% in Q2 2026, buying an estimated $20.4K and bringing the position to 48,817 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #431.

Wealthcare Advisory Partners first reported a position in DFGR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.09M in Q4 2025. 121 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Wealthcare Advisory Partners held 48,817 shares of Dimensional Global Real Estate ETF worth $1.41M as of Q2 2026.
  • Wealthcare Advisory Partners bought 712 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $20.4K.
  • Dimensional Global Real Estate ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #431 holding.
  • Wealthcare Advisory Partners first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
  • Wealthcare Advisory Partners's Dimensional Global Real Estate ETF position peaked at $2.09M in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.