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Keyvantage Wealth’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Keyvantage Wealth’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 		$1.37M Buy
47,322
+1,314
+3% +$37.6K 0.52% 27
2026
Q1 		$1.22M Buy
46,008
+2,625
+6% +$72K 0.54% 30
2025
Q4 		$1.15M Buy
43,383
+6,050
+16% +$163K 0.49% 31
2025
Q3 		$1.02M Buy
37,333
+1,956
+6% +$53K 0.43% 34
2025
Q2 		$949K Buy
35,377
+706
+2% +$18.5K 0.43% 32
2025
Q1 		$910K Buy
+34,671
New +$903K 0.44% 34

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JMG Financial Group
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
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Wealthspire Advisors (New York)
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
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Keyvantage Wealth's DFGR Position: Q2 2026 in Review

Keyvantage Wealth increased its Dimensional Global Real Estate ETF (DFGR) stake by 2.9% in Q2 2026, buying an estimated $37.6K and bringing the position to 47,322 shares worth $1.37M. The position accounts for 0.52% of the portfolio, ranked #27.

Keyvantage Wealth first reported a position in DFGR in Q1 2025 and has held it in 6 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Keyvantage Wealth held 47,322 shares of Dimensional Global Real Estate ETF worth $1.37M as of Q2 2026.
  • Keyvantage Wealth bought 1,314 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $37.6K.
  • Dimensional Global Real Estate ETF made up 0.52% of Keyvantage Wealth's portfolio in Q2 2026, its #27 holding.
  • Keyvantage Wealth first reported a position in Dimensional Global Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.