WPC
DFGR icon

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
Q3 		– Sell
-9,585
Closed -$280K – 1039
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

GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Wedmont Private Capital's DFGR Position: Q3 2026 in Review

Wedmont Private Capital sold out of Dimensional Global Real Estate ETF (DFGR) in Q3 2026, closing a stake of 9,585 shares — an estimated $280K sold.

Wedmont Private Capital first reported a position in DFGR in Q4 2025 and held it in 3 quarters. The position peaked at $298K in Q1 2026. 13 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Wedmont Private Capital reported no remaining Dimensional Global Real Estate ETF position as of Q3 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 9,585 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $280K.
  • Wedmont Private Capital first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and held it in 3 quarters.
  • Wedmont Private Capital's Dimensional Global Real Estate ETF position peaked at $298K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.