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Foundations Investment Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Foundations Investment Advisors’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 		$2.31M Buy
86,769
+11,719
+16% +$321K 0.03% 349
2025
Q4 		$1.98M Buy
75,050
+49,895
+198% +$1.35M 0.03% 352
2025
Q3 		$687K Buy
+25,155
New +$681K 0.01% 570

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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 $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
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

Foundations Investment Advisors's DFGR Position: Q1 2026 in Review

Foundations Investment Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 16% in Q1 2026, buying an estimated $321K and bringing the position to 86,769 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #349.

Foundations Investment Advisors first reported a position in DFGR in Q3 2025 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Foundations Investment Advisors held 86,769 shares of Dimensional Global Real Estate ETF worth $2.31M as of Q1 2026.
  • Foundations Investment Advisors bought 11,719 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $321K.
  • Dimensional Global Real Estate ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q1 2026, its #349 holding.
  • Foundations Investment Advisors first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.