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Strategic Investment Solutions’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Strategic Investment Solutions’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 		$10.1K Sell
349
-257
-42% -$7.36K ﹤0.01% 438
2026
Q1 		$16.1K Buy
+606
New +$16.6K ﹤0.01% 369
2025
Q2 		– Sell
-154
Closed -$4.04K – 618
2025
Q1 		$4.04K Sell
154
-20
-11% -$521 ﹤0.01% 467
2024
Q4 		$4.45K Buy
174
+23
+15% +$631 ﹤0.01% 464
2024
Q3 		$4.35K Buy
151
+1
+0.7% +$27 ﹤0.01% 441
2024
Q2 		$3.98K Buy
+150
New +$3.69K ﹤0.01% 440
2023
Q4 		$520 Buy
+20
New +$469 ﹤0.01% 1047

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

Strategic Investment Solutions's DFGR Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Dimensional Global Real Estate ETF (DFGR) stake by 42% in Q2 2026, selling an estimated $7.36K and leaving 349 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Strategic Investment Solutions first reported a position in DFGR in Q4 2023 and has held it in 7 quarters since. The position peaked at $16.1K in Q1 2026. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Strategic Investment Solutions held 349 shares of Dimensional Global Real Estate ETF worth $10.1K as of Q2 2026.
  • Strategic Investment Solutions sold 257 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $7.36K.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #438 holding.
  • Strategic Investment Solutions first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 7 quarters since.
  • Strategic Investment Solutions's Dimensional Global Real Estate ETF position peaked at $16.1K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.