KAS
DFGR icon

Kestra Advisory Services’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Kestra Advisory Services’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 		$1.55M Buy
53,357
+2,110
+4% +$60.4K 0.01% 1513
2026
Q1 		$1.36M Buy
51,247
+5,448
+12% +$149K 0.01% 1527
2025
Q4 		$1.21M Buy
45,799
+6,542
+17% +$176K 0.01% 1520
2025
Q3 		$1.07M Buy
39,257
+6,377
+19% +$173K ﹤0.01% 1542
2025
Q2 		$882K Buy
32,880
+2,692
+9% +$70.7K ﹤0.01% 1565
2025
Q1 		$793K Buy
30,188
+1,562
+5% +$40.7K ﹤0.01% 1531
2024
Q4 		$731K Buy
28,626
+9,219
+48% +$253K ﹤0.01% 1607
2024
Q3 		$560K Buy
19,407
+2,928
+18% +$79.8K ﹤0.01% 1696
2024
Q2 		$412K Buy
+16,479
New +$406K ﹤0.01% 1907

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

Kestra Advisory Services's DFGR Position: Q2 2026 in Review

Kestra Advisory Services increased its Dimensional Global Real Estate ETF (DFGR) stake by 4.1% in Q2 2026, buying an estimated $60.4K and bringing the position to 53,357 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #1513.

Kestra Advisory Services first reported a position in DFGR in Q2 2024 and has held it in 9 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Kestra Advisory Services held 53,357 shares of Dimensional Global Real Estate ETF worth $1.55M as of Q2 2026.
  • Kestra Advisory Services bought 2,110 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $60.4K.
  • Dimensional Global Real Estate ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1513 holding.
  • Kestra Advisory Services first reported a position in Dimensional Global Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.