FIS
DFGR icon

Fischer Investment Strategies’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Fischer Investment Strategies’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
2025
Q1 		– Sell
-106,498
Closed -$2.72M – 35
2024
Q4 		$2.72M Sell
106,498
-144,452
-58% -$3.96M 2.16% 14
2024
Q3 		$7.24M Buy
+250,950
New +$6.84M 6.23% 6

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $89.9B AUM 20.5% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 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
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Fischer Investment Strategies's DFGR Position: Q1 2025 in Review

Fischer Investment Strategies sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2025, closing a stake of 106,498 shares — an estimated $2.72M sold.

Fischer Investment Strategies first reported a position in DFGR in Q3 2024 and held it in 2 quarters. The position peaked at $7.24M in Q3 2024. 250 funds tracked by Wall St. Rank hold DFGR as of Q1 2025.

  • Fischer Investment Strategies reported no remaining Dimensional Global Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Fischer Investment Strategies sold 106,498 Dimensional Global Real Estate ETF shares in Q1 2025, an estimated $2.72M.
  • Fischer Investment Strategies first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and held it in 2 quarters.
  • Fischer Investment Strategies's Dimensional Global Real Estate ETF position peaked at $7.24M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2025.

Based on Fischer Investment Strategies's 13F filing for Q1 2025, filed 15 May 2025.