Wealthstream Advisors
DFGR icon

Wealthstream Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Wealthstream Advisors’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
2025
Q3 		$539K Buy
19,741
+295
+2% +$7.99K 0.08% 81
2025
Q2 		$522K Sell
19,446
-3,715
-16% -$97.5K 0.09% 80
2025
Q1 		$608K Buy
23,161
+3,213
+16% +$83.7K 0.11% 68
2024
Q4 		$509K Sell
19,948
-815
-4% -$22.4K 0.09% 79
2024
Q3 		$599K Buy
20,763
+5,613
+37% +$153K 0.11% 68
2024
Q2 		$379K Buy
15,150
+405
+3% +$10K 0.14% 83
2024
Q1 		$376K Buy
14,745
+4,984
+51% +$125K 0.14% 82
2023
Q4 		$254K Buy
+9,761
New +$229K 0.1% 117

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
JMG Financial Group
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
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Wealthstream Advisors's DFGR Position: Q3 2025 in Review

Wealthstream Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 1.5% in Q3 2025, buying an estimated $7.99K and bringing the position to 19,741 shares worth $539K. The position accounts for 0.08% of the portfolio, ranked #81.

Wealthstream Advisors first reported a position in DFGR in Q4 2023 and has held it in 8 quarters since. The position peaked at $608K in Q1 2025. 279 funds tracked by Wall St. Rank hold DFGR as of Q3 2025.

  • Wealthstream Advisors held 19,741 shares of Dimensional Global Real Estate ETF worth $539K as of Q3 2025.
  • Wealthstream Advisors bought 295 Dimensional Global Real Estate ETF shares in Q3 2025, an estimated $7.99K.
  • Dimensional Global Real Estate ETF made up 0.08% of Wealthstream Advisors's portfolio in Q3 2025, its #81 holding.
  • Wealthstream Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 8 quarters since.
  • Wealthstream Advisors's Dimensional Global Real Estate ETF position peaked at $608K in Q1 2025.
  • 279 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.