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 Q3	$11.4M	Buy	419,650 +40,872	+11%	+$1.19M	1.14%	11
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Creative Capital Management Investments San Diego, California $444M AUM 12.2% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

SJS Investment Consulting's DFGR Position: Q3 2026 in Review

SJS Investment Consulting increased its Dimensional Global Real Estate ETF (DFGR) stake by 11% in Q3 2026, buying an estimated $1.19M and bringing the position to 419,650 shares worth $11.4M. The position accounts for 1.14% of the portfolio, ranked #11.

SJS Investment Consulting first reported a position in DFGR in Q2 2023 and has held it in 14 quarters since. 139 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

SJS Investment Consulting held 419,650 shares of Dimensional Global Real Estate ETF worth $11.4M as of Q3 2026.
SJS Investment Consulting bought 40,872 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $1.19M.
Dimensional Global Real Estate ETF made up 1.14% of SJS Investment Consulting's portfolio in Q3 2026, its #11 holding.
SJS Investment Consulting first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 14 quarters since.
139 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.