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 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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

WANY

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

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

Yardley Wealth Management's DFGR Position: Q2 2026 in Review

Yardley Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.5% in Q2 2026, buying an estimated $169K and bringing the position to 113,791 shares worth $3.3M. The position accounts for 1.5% of the portfolio, ranked #15.

Yardley Wealth Management first reported a position in DFGR in Q3 2024 and has held it in 8 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Yardley Wealth Management held 113,791 shares of Dimensional Global Real Estate ETF worth $3.3M as of Q2 2026.
Yardley Wealth Management bought 5,911 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $169K.
Dimensional Global Real Estate ETF made up 1.5% of Yardley Wealth Management's portfolio in Q2 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 8 quarters since.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.