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American Investment Services’s Dimensional Global Real Estate ETF DFGR Stock Holding History

American Investment Services’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 		$11.2M Buy
386,559
+27,946
+8% +$800K 2.37% 9
2026
Q1 		$9.53M Buy
358,613
+23,979
+7% +$657K 2.13% 12
2025
Q4 		$8.84M Buy
334,634
+54,715
+20% +$1.48M 2.05% 10
2025
Q3 		$7.64M Buy
279,919
+28,279
+11% +$766K 1.84% 16
2025
Q2 		$6.75M Buy
251,640
+6,680
+3% +$175K 1.72% 18
2025
Q1 		$6.43M Buy
244,960
+7,631
+3% +$199K 1.13% 25
2024
Q4 		$6.06M Buy
237,329
+27,786
+13% +$763K 1.07% 25
2024
Q3 		$6.05M Buy
209,543
+3,647
+2% +$99.3K 1.01% 27
2024
Q2 		$5.15M Buy
205,896
+29,515
+17% +$726K 0.91% 30
2024
Q1 		$4.5M Buy
176,381
+26,907
+18% +$675K 0.8% 32
2023
Q4 		$3.88M Buy
149,474
+54,919
+58% +$1.29M 0.73% 36
2023
Q3 		$2.12M Buy
94,555
+26,081
+38% +$631K 0.45% 48
2023
Q2 		$1.67M Buy
+68,474
New +$1.67M 0.34% 60

Other funds holding DFGR

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

American Investment Services's DFGR Position: Q2 2026 in Review

American Investment Services increased its Dimensional Global Real Estate ETF (DFGR) stake by 7.8% in Q2 2026, buying an estimated $800K and bringing the position to 386,559 shares worth $11.2M. The position accounts for 2.37% of the portfolio, ranked #9.

American Investment Services first reported a position in DFGR in Q2 2023 and has held it in 13 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • American Investment Services held 386,559 shares of Dimensional Global Real Estate ETF worth $11.2M as of Q2 2026.
  • American Investment Services bought 27,946 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $800K.
  • Dimensional Global Real Estate ETF made up 2.37% of American Investment Services's portfolio in Q2 2026, its #9 holding.
  • American Investment Services first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.