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

Stratos Investment 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	$2.87M	Buy	107,915 +5,531	+5%	+$152K	0.12%	114
2025 Q4	$2.7M	Buy	102,384 +5,367	+6%	+$145K	0.11%	111
2025 Q3	$2.65M	Buy	97,017 +61,336	+172%	+$1.66M	0.11%	111
2025 Q2	$957K	Buy	+35,681	New	+$937K	0.04%	189
2024 Q4	–	Sell	-7,204	Closed	-$208K	–	277
2024 Q3	$208K	Sell	7,204 -319,635	-98%	-$8.71M	0.01%	240
2024 Q2	$8.17M	Buy	326,839 +134,676	+70%	+$3.31M	0.68%	38
2024 Q1	$4.91M	Buy	+192,163	New	+$4.82M	0.48%	58

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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 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

Stratos Investment Management's DFGR Position: Q1 2026 in Review

Stratos Investment Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.4% in Q1 2026, buying an estimated $152K and bringing the position to 107,915 shares worth $2.87M. The position accounts for 0.12% of the portfolio, ranked #114.

Stratos Investment Management first reported a position in DFGR in Q1 2024 and has held it in 7 quarters since. The position peaked at $8.17M in Q2 2024. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Stratos Investment Management held 107,915 shares of Dimensional Global Real Estate ETF worth $2.87M as of Q1 2026.
Stratos Investment Management bought 5,531 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $152K.
Dimensional Global Real Estate ETF made up 0.12% of Stratos Investment Management's portfolio in Q1 2026, its #114 holding.
Stratos Investment Management first reported a position in Dimensional Global Real Estate ETF in Q1 2024 and has held it in 7 quarters since.
Stratos Investment Management's Dimensional Global Real Estate ETF position peaked at $8.17M in Q2 2024.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.