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Squire Investment Management Company’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Squire Investment Management Company’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 		$345K Buy
11,894
+1,206
+11% +$34.5K 0.08% 70
2026
Q1 		$284K Buy
10,688
+59
+0.6% +$1.62K 0.08% 66
2025
Q4 		$281K Sell
10,629
-1,019
-9% -$27.5K 0.09% 63
2025
Q3 		$318K Buy
11,648
+173
+2% +$4.68K 0.1% 58
2025
Q2 		$308K Buy
11,475
+847
+8% +$22.2K 0.11% 57
2025
Q1 		$279K Buy
+10,628
New +$277K 0.12% 55

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

Squire Investment Management Company's DFGR Position: Q2 2026 in Review

Squire Investment Management Company increased its Dimensional Global Real Estate ETF (DFGR) stake by 11% in Q2 2026, buying an estimated $34.5K and bringing the position to 11,894 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #70.

Squire Investment Management Company first reported a position in DFGR in Q1 2025 and has held it in 6 quarters since. 279 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Squire Investment Management Company held 11,894 shares of Dimensional Global Real Estate ETF worth $345K as of Q2 2026.
  • Squire Investment Management Company bought 1,206 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $34.5K.
  • Dimensional Global Real Estate ETF made up 0.08% of Squire Investment Management Company's portfolio in Q2 2026, its #70 holding.
  • Squire Investment Management Company first reported a position in Dimensional Global Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • 279 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.