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SOL Capital Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

SOL Capital Management’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 		– Sell
-25,985
Closed -$687K – 116
2025
Q4 		$687K Sell
25,985
-150
-0.6% -$4.05K 0.06% 215
2025
Q3 		$714K Sell
26,135
-2,225
-8% -$60.2K 0.06% 199
2025
Q2 		$761K Sell
28,360
-1,300
-4% -$34.1K 0.07% 188
2025
Q1 		$779K Sell
29,660
-50
-0.2% -$1.3K 0.09% 180
2024
Q4 		$759K Sell
29,710
-2,400
-7% -$65.9K 0.08% 183
2024
Q3 		$927K Sell
32,110
-23,400
-42% -$637K 0.1% 172
2024
Q2 		$1.39M Sell
55,510
-22,660
-29% -$558K 0.17% 133
2024
Q1 		$2M Sell
78,170
-570
-0.7% -$14.3K 0.25% 108
2023
Q4 		$2.05M Buy
78,740
+27,975
+55% +$656K 0.28% 106
2023
Q3 		$1.14M Buy
+50,765
New +$1.23M 0.18% 135

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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

SOL Capital Management's DFGR Position: Q1 2026 in Review

SOL Capital Management sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2026, closing a stake of 25,985 shares — an estimated $687K sold.

SOL Capital Management first reported a position in DFGR in Q3 2023 and held it in 10 quarters. The position peaked at $2.05M in Q4 2023. 317 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • SOL Capital Management reported no remaining Dimensional Global Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 25,985 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $687K.
  • SOL Capital Management first reported a position in Dimensional Global Real Estate ETF in Q3 2023 and held it in 10 quarters.
  • SOL Capital Management's Dimensional Global Real Estate ETF position peaked at $2.05M in Q4 2023.
  • 317 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.