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 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 $7.07B 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

Syverson Strege & Co's DFGR Position: Q1 2026 in Review

Syverson Strege & Co increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.13% in Q1 2026, buying an estimated $16.7K and bringing the position to 476,086 shares worth $12.7M. The position accounts for 3.04% of the portfolio, ranked #6.

Syverson Strege & Co first reported a position in DFGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.4M in Q2 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

Syverson Strege & Co held 476,086 shares of Dimensional Global Real Estate ETF worth $12.7M as of Q1 2026.
Syverson Strege & Co bought 610 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $16.7K.
Dimensional Global Real Estate ETF made up 3.04% of Syverson Strege & Co's portfolio in Q1 2026, its #6 holding.
Syverson Strege & Co first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Syverson Strege & Co's Dimensional Global Real Estate ETF position peaked at $13.4M in Q2 2025.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.