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

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return