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

Kestra Private Wealth 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 		$452K Buy
+15,590
New +$447K 0.01% 1297

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Kestra Private Wealth Services's DFGR Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q2 2026: 15,590 shares worth $452K. The stake represents 0.01% of the portfolio and ranks #1297 among its holdings.

157 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Kestra Private Wealth Services held 15,590 shares of Dimensional Global Real Estate ETF worth $452K as of Q2 2026.
  • Dimensional Global Real Estate ETF was a new Kestra Private Wealth Services position in Q2 2026.
  • Dimensional Global Real Estate ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1297 holding.
  • 157 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

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