Yardley Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Yardley Wealth Management’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	$3.17M	Buy	117,352 +3,561	+3%	+$103K	1.39%	15
2026 Q2	$3.3M	Buy	113,791 +5,911	+5%	+$169K	1.5%	15
2026 Q1	$2.87M	Buy	107,880 +10,918	+11%	+$299K	1.47%	15
2025 Q4	$2.56M	Buy	96,962 +6,160	+7%	+$166K	1.36%	16
2025 Q3	$2.48M	Sell	90,802 -6,162	-6%	-$167K	1.39%	15
2025 Q2	$2.6M	Buy	96,964 +15	+0%	+$394	1.42%	14
2025 Q1	$2.55M	Sell	96,949 -13,851	-13%	-$361K	1.5%	14
2024 Q4	$2.89M	Buy	110,800 +18,389	+20%	+$505K	1.4%	15
2024 Q3	$2.67M	Buy	+92,411	New	+$2.52M	1.58%	14

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Yardley Wealth Management's DFGR Position: Q3 2026 in Review

Yardley Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.1% in Q3 2026, buying an estimated $103K and bringing the position to 117,352 shares worth $3.17M. The position accounts for 1.39% of the portfolio, ranked #15.

Yardley Wealth Management first reported a position in DFGR in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.3M in Q2 2026. 202 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Yardley Wealth Management held 117,352 shares of Dimensional Global Real Estate ETF worth $3.17M as of Q3 2026.
Yardley Wealth Management bought 3,561 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $103K.
Dimensional Global Real Estate ETF made up 1.39% of Yardley Wealth Management's portfolio in Q3 2026, its #15 holding.
Yardley Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 9 quarters since.
Yardley Wealth Management's Dimensional Global Real Estate ETF position peaked at $3.3M in Q2 2026.
202 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.