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SJS Investment Consulting’s Dimensional Global Real Estate ETF DFGR Stock Holding History

SJS Investment Consulting’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 		$11M Buy
378,778
+49,229
+15% +$1.41M 1.19% 12
2026
Q1 		$8.76M Buy
329,549
+31,753
+11% +$871K 1.07% 15
2025
Q4 		$7.87M Buy
297,796
+32,475
+12% +$876K 1% 17
2025
Q3 		$7.25M Buy
265,321
+29,176
+12% +$790K 0.99% 16
2025
Q2 		$6.34M Buy
236,145
+35,075
+17% +$921K 1.01% 16
2025
Q1 		$5.28M Buy
201,070
+8,673
+5% +$226K 0.9% 15
2024
Q4 		$4.91M Buy
192,397
+11,630
+6% +$319K 0.85% 15
2024
Q3 		$5.22M Buy
180,767
+11,664
+7% +$318K 0.92% 15
2024
Q2 		$4.23M Buy
169,103
+16,082
+11% +$396K 0.82% 14
2024
Q1 		$3.91M Buy
153,021
+79,971
+109% +$2.01M 0.78% 12
2023
Q4 		$1.9M Buy
73,050
+12,998
+22% +$305K 0.43% 21
2023
Q3 		$1.35M Buy
60,052
+58,801
+4,700% +$1.42M 0.34% 24
2023
Q2 		$30.5K Buy
+1,251
New +$30.5K 0.01% 186

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

SJS Investment Consulting's DFGR Position: Q2 2026 in Review

SJS Investment Consulting increased its Dimensional Global Real Estate ETF (DFGR) stake by 15% in Q2 2026, buying an estimated $1.41M and bringing the position to 378,778 shares worth $11M. The position accounts for 1.19% of the portfolio, ranked #12.

SJS Investment Consulting first reported a position in DFGR in Q2 2023 and has held it in 13 quarters since. 146 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • SJS Investment Consulting held 378,778 shares of Dimensional Global Real Estate ETF worth $11M as of Q2 2026.
  • SJS Investment Consulting bought 49,229 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $1.41M.
  • Dimensional Global Real Estate ETF made up 1.19% of SJS Investment Consulting's portfolio in Q2 2026, its #12 holding.
  • SJS Investment Consulting first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • 146 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.