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 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 $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

American Investment Services's DFGR Position: Q1 2026 in Review

American Investment Services increased its Dimensional Global Real Estate ETF (DFGR) stake by 7.2% in Q1 2026, buying an estimated $657K and bringing the position to 358,613 shares worth $9.53M. The position accounts for 2.13% of the portfolio, ranked #12.

American Investment Services first reported a position in DFGR in Q2 2023 and has held it in 12 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

American Investment Services held 358,613 shares of Dimensional Global Real Estate ETF worth $9.53M as of Q1 2026.
American Investment Services bought 23,979 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $657K.
Dimensional Global Real Estate ETF made up 2.13% of American Investment Services's portfolio in Q1 2026, its #12 holding.
American Investment Services first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.