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Fidelis Capital Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Fidelis Capital Partners’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 		$246K Hold
8,500
– – 0.01% 481
2026
Q1 		$226K Buy
+8,500
New +$233K 0.02% 466

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JFG
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Focus Partners Wealth
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BJL
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TWA
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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

Fidelis Capital Partners's DFGR Position: Q2 2026 in Review

Fidelis Capital Partners held its Dimensional Global Real Estate ETF (DFGR) position steady in Q2 2026 at 8,500 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #481.

Fidelis Capital Partners first reported a position in DFGR in Q1 2026 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Fidelis Capital Partners held 8,500 shares of Dimensional Global Real Estate ETF worth $246K as of Q2 2026.
  • Fidelis Capital Partners left its Dimensional Global Real Estate ETF share count unchanged in Q2 2026.
  • Dimensional Global Real Estate ETF made up 0.01% of Fidelis Capital Partners's portfolio in Q2 2026, its #481 holding.
  • Fidelis Capital Partners first reported a position in Dimensional Global Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.