KCWM
DFGR icon

Kane Co Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Kane Co Wealth 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
Q2 		$690K Buy
23,807
+559
+2% +$16K 0.52% 35
2026
Q1 		$618K Buy
23,248
+2,376
+11% +$65.1K 0.52% 35
2025
Q4 		$551K Buy
+20,872
New +$563K 0.49% 34

Other funds holding DFGR

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

Kane Co Wealth Management's DFGR Position: Q2 2026 in Review

Kane Co Wealth Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 2.4% in Q2 2026, buying an estimated $16K and bringing the position to 23,807 shares worth $690K. The position accounts for 0.52% of the portfolio, ranked #35.

Kane Co Wealth Management first reported a position in DFGR in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Kane Co Wealth Management held 23,807 shares of Dimensional Global Real Estate ETF worth $690K as of Q2 2026.
  • Kane Co Wealth Management bought 559 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $16K.
  • Dimensional Global Real Estate ETF made up 0.52% of Kane Co Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Kane Co Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Kane Co Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.