WFAG
DFGR icon

Wescott Financial Advisory Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Wescott Financial Advisory Group’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 		$26M Sell
898,892
-9,270
-1% -$266K 2.02% 14
2026
Q1 		$24.1M Sell
908,162
-65,315
-7% -$1.79M 2.12% 15
2025
Q4 		$25.7M Buy
973,477
+3,479
+0.4% +$93.8K 2.24% 13
2025
Q3 		$26.5M Buy
969,998
+12,353
+1% +$334K 2.38% 12
2025
Q2 		$25.7M Sell
957,645
-9,051
-0.9% -$238K 2.46% 12
2025
Q1 		$25.4M Sell
966,696
-3,799
-0.4% -$99K 2.63% 12
2024
Q4 		$24.8M Buy
970,495
+9,286
+1% +$255K 2.57% 13
2024
Q3 		$27.7M Sell
961,209
-146,906
-13% -$4M 2.98% 11
2024
Q2 		$27.7M Sell
1,108,115
-54,288
-5% -$1.34M 3.22% 10
2024
Q1 		$29.7M Buy
1,162,403
+45,088
+4% +$1.13M 3.69% 8
2023
Q4 		$29M Sell
1,117,315
-4,909
-0.4% -$115K 4.07% 6
2023
Q3 		$25.1M Buy
1,122,224
+21,508
+2% +$520K 4.6% 6
2023
Q2 		$26.8M Buy
1,100,716
+1,058,326
+2,497% +$25.8M 4.74% 6
2023
Q1 		$1.04M Buy
+42,390
New +$1.07M 0.23% 62

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
Focus Partners Advisor Solutions
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

Wescott Financial Advisory Group's DFGR Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Dimensional Global Real Estate ETF (DFGR) stake by 1% in Q2 2026, selling an estimated $266K and leaving 898,892 shares worth $26M. The position accounts for 2.02% of the portfolio, ranked #14.

Wescott Financial Advisory Group first reported a position in DFGR in Q1 2023 and has held it in 14 quarters since. The position peaked at $29.7M in Q1 2024. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Wescott Financial Advisory Group held 898,892 shares of Dimensional Global Real Estate ETF worth $26M as of Q2 2026.
  • Wescott Financial Advisory Group sold 9,270 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $266K.
  • Dimensional Global Real Estate ETF made up 2.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #14 holding.
  • Wescott Financial Advisory Group first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • Wescott Financial Advisory Group's Dimensional Global Real Estate ETF position peaked at $29.7M in Q1 2024.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.