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 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

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

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return