YWM
DFGR icon

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 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
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 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. 121 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.
  • 121 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.