Syverson Strege & Co’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Syverson Strege & Co’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	$13.9M	Buy	478,322 +2,236	+0.5%	+$64K	3.02%	5
2026 Q1	$12.7M	Buy	476,086 +610	+0.1%	+$16.7K	3.04%	6
2025 Q4	$12.6M	Buy	475,476 +2,486	+0.5%	+$67.1K	2.97%	5
2025 Q3	$12.9M	Sell	472,990 -26,282	-5%	-$712K	3.1%	5
2025 Q2	$13.4M	Buy	499,272 +4,533	+0.9%	+$119K	3.16%	6
2025 Q1	$13M	Buy	494,739 +15,450	+3%	+$403K	4.17%	5
2024 Q4	$12.2M	Buy	479,289 +16,382	+4%	+$450K	4.08%	6
2024 Q3	$13.4M	Sell	462,907 -7,061	-2%	-$192K	4.48%	5
2024 Q2	$11.7M	Buy	469,968 +47,012	+11%	+$1.16M	4%	5
2024 Q1	$10.8M	Buy	422,956 +62,204	+17%	+$1.56M	3.89%	5
2023 Q4	$9.37M	Buy	+360,752	New	+$8.46M	3.64%	6

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 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

Syverson Strege & Co's DFGR Position: Q2 2026 in Review

Syverson Strege & Co increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.47% in Q2 2026, buying an estimated $64K and bringing the position to 478,322 shares worth $13.9M. The position accounts for 3.02% of the portfolio, ranked #5.

Syverson Strege & Co first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Syverson Strege & Co held 478,322 shares of Dimensional Global Real Estate ETF worth $13.9M as of Q2 2026.
Syverson Strege & Co bought 2,236 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $64K.
Dimensional Global Real Estate ETF made up 3.02% of Syverson Strege & Co's portfolio in Q2 2026, its #5 holding.
Syverson Strege & Co first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.