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Wedmont Private Capital’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Wedmont Private Capital’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 		$280K Sell
9,585
-1,174
-11% -$33.6K 0.01% 764
2026
Q1 		$298K Buy
10,759
+1,562
+17% +$42.8K 0.01% 665
2025
Q4 		$244K Buy
+9,197
New +$248K 0.01% 709

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Wedmont Private Capital's DFGR Position: Q2 2026 in Review

Wedmont Private Capital reduced its Dimensional Global Real Estate ETF (DFGR) stake by 11% in Q2 2026, selling an estimated $33.6K and leaving 9,585 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #764.

Wedmont Private Capital first reported a position in DFGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $298K in Q1 2026. 222 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Wedmont Private Capital held 9,585 shares of Dimensional Global Real Estate ETF worth $280K as of Q2 2026.
  • Wedmont Private Capital sold 1,174 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $33.6K.
  • Dimensional Global Real Estate ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #764 holding.
  • Wedmont Private Capital first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Wedmont Private Capital's Dimensional Global Real Estate ETF position peaked at $298K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.