GSEP
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Golden State Equity Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Golden State Equity 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 		– Sell
-280
Closed -$7.44K – 670
2026
Q1 		$7.44K Buy
+280
New +$7.68K ﹤0.01% 1385

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SC
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JFG
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Focus Partners Wealth
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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

Golden State Equity Partners's DFGR Position: Q2 2026 in Review

Golden State Equity Partners sold out of Dimensional Global Real Estate ETF (DFGR) in Q2 2026, closing a stake of 280 shares — an estimated $7.44K sold.

Golden State Equity Partners first reported a position in DFGR in Q1 2026 and held it in 1 quarter. The position peaked at $7.44K in Q1 2026. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Golden State Equity Partners reported no remaining Dimensional Global Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 280 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $7.44K.
  • Golden State Equity Partners first reported a position in Dimensional Global Real Estate ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Dimensional Global Real Estate ETF position peaked at $7.44K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.