Summit Financial Strategies’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Summit Financial Strategies’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 Q3	$34.7M	Buy	1,283,775 +167,083	+15%	+$4.86M	2.41%	14
2026 Q2	$32.4M	Buy	1,116,692 +54,592	+5%	+$1.56M	2.27%	15
2026 Q1	$28.2M	Buy	1,062,100 +104,670	+11%	+$2.87M	2.22%	13
2025 Q4	$25.3M	Buy	957,430 +88,069	+10%	+$2.38M	2.08%	14
2025 Q3	$23.7M	Buy	869,361 +38,204	+5%	+$1.03M	2.04%	14
2025 Q2	$22.3M	Buy	831,157 +23,169	+3%	+$608K	2.06%	14
2025 Q1	$21.2M	Buy	807,988 +66,582	+9%	+$1.74M	2.14%	14
2024 Q4	$18.9M	Buy	741,406 +50,712	+7%	+$1.39M	2.09%	13
2024 Q3	$19.9M	Buy	690,694 +40,815	+6%	+$1.11M	2.24%	13
2024 Q2	$16.2M	Buy	649,879 +132,419	+26%	+$3.26M	2.02%	13
2024 Q1	$13.2M	Buy	517,460 +110,149	+27%	+$2.76M	1.84%	13
2023 Q4	$10.6M	Buy	+407,311	New	+$9.55M	1.62%	14

Other funds holding DFGR

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies's DFGR Position: Q3 2026 in Review

Summit Financial Strategies increased its Dimensional Global Real Estate ETF (DFGR) stake by 15% in Q3 2026, buying an estimated $4.86M and bringing the position to 1,283,775 shares worth $34.7M. The position accounts for 2.41% of the portfolio, ranked #14.

Summit Financial Strategies first reported a position in DFGR in Q4 2023 and has held it in 12 quarters since. 37 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

Summit Financial Strategies held 1,283,775 shares of Dimensional Global Real Estate ETF worth $34.7M as of Q3 2026.
Summit Financial Strategies bought 167,083 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $4.86M.
Dimensional Global Real Estate ETF made up 2.41% of Summit Financial Strategies's portfolio in Q3 2026, its #14 holding.
Summit Financial Strategies first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
37 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.