Wealthspire Advisors (New York)’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Wealthspire Advisors (New York)’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	$73.2M	Buy	2,755,256 +12,562	+0.5%	+$344K	0.58%	31
2025 Q4	$72.5M	Buy	2,742,694 +204,069	+8%	+$5.5M	0.58%	34
2025 Q3	$69.3M	Buy	2,538,625 +74,642	+3%	+$2.02M	0.36%	40
2025 Q2	$66.1M	Buy	2,463,983 +16,609	+0.7%	+$436K	0.37%	39
2025 Q1	$64.3M	Buy	2,447,374 +42,407	+2%	+$1.11M	0.38%	38
2024 Q4	$61.4M	Buy	2,404,967 +233,404	+11%	+$6.41M	0.61%	32
2024 Q3	$62.7M	Buy	+2,171,563	New	+$59.2M	0.64%	30

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

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

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Wealthspire Advisors (New York)'s DFGR Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.46% in Q1 2026, buying an estimated $344K and bringing the position to 2,755,256 shares worth $73.2M. The position accounts for 0.58% of the portfolio, ranked #31.

Wealthspire Advisors (New York) first reported a position in DFGR in Q3 2024 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Wealthspire Advisors (New York) held 2,755,256 shares of Dimensional Global Real Estate ETF worth $73.2M as of Q1 2026.
Wealthspire Advisors (New York) bought 12,562 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $344K.
Dimensional Global Real Estate ETF made up 0.58% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #31 holding.
Wealthspire Advisors (New York) first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 7 quarters since.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.