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Strategic Wealth Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Strategic Wealth Partners’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 		$5.71K Hold
215
– – ﹤0.01% 1015
2025
Q4 		$5.67K Sell
215
-677
-76% -$18.3K ﹤0.01% 1031
2025
Q3 		$24.4K Buy
+892
New +$24.2K ﹤0.01% 692

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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 $9.92B AUM 21.52% 1-Year Est. Return

Strategic Wealth Partners's DFGR Position: Q1 2026 in Review

Strategic Wealth Partners held its Dimensional Global Real Estate ETF (DFGR) position steady in Q1 2026 at 215 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Strategic Wealth Partners first reported a position in DFGR in Q3 2025 and has held it in 3 quarters since. The position peaked at $24.4K in Q3 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Strategic Wealth Partners held 215 shares of Dimensional Global Real Estate ETF worth $5.71K as of Q1 2026.
  • Strategic Wealth Partners left its Dimensional Global Real Estate ETF share count unchanged in Q1 2026.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1015 holding.
  • Strategic Wealth Partners first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Dimensional Global Real Estate ETF position peaked at $24.4K in Q3 2025.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.