SFS
DFGR icon

Security Financial Services’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Security Financial 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
Q2 		$295K Sell
10,174
-125
-1% -$3.58K 0.04% 168
2026
Q1 		$274K Buy
10,299
+1,095
+12% +$30K 0.04% 167
2025
Q4 		$243K Buy
9,204
+363
+4% +$9.79K 0.04% 197
2025
Q3 		$241K Buy
8,841
+325
+4% +$8.8K 0.04% 190
2025
Q2 		$228K Buy
8,516
+172
+2% +$4.51K 0.04% 173
2025
Q1 		$219K Buy
+8,344
New +$217K 0.04% 161

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $97.6B AUM 29.43% 1-Year Est. Return
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

Security Financial Services's DFGR Position: Q2 2026 in Review

Security Financial Services reduced its Dimensional Global Real Estate ETF (DFGR) stake by 1.2% in Q2 2026, selling an estimated $3.58K and leaving 10,174 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #168.

Security Financial Services first reported a position in DFGR in Q1 2025 and has held it in 6 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Security Financial Services held 10,174 shares of Dimensional Global Real Estate ETF worth $295K as of Q2 2026.
  • Security Financial Services sold 125 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $3.58K.
  • Dimensional Global Real Estate ETF made up 0.04% of Security Financial Services's portfolio in Q2 2026, its #168 holding.
  • Security Financial Services first reported a position in Dimensional Global Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.