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

KFG 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	$361K	Sell	12,456 -138	-1%	-$3.95K	0.04%	164
2026 Q1	$335K	Sell	12,594 -47,320	-79%	-$1.3M	0.04%	162
2025 Q4	$1.58M	Buy	59,914 +8,474	+16%	+$229K	0.21%	62
2025 Q3	$1.4M	Buy	51,440 +2,809	+6%	+$76.1K	0.2%	61
2025 Q2	$1.3M	Buy	48,631 +1,397	+3%	+$36.7K	0.21%	62
2025 Q1	$1.24M	Buy	47,234 +2,009	+4%	+$52.4K	0.23%	59
2024 Q4	$1.16M	Buy	45,225 +13,206	+41%	+$362K	0.22%	58
2024 Q3	$924K	Buy	+32,019	New	+$872K	0.2%	70

Other funds holding DFGR

FFM

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

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 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

KFG Wealth Management's DFGR Position: Q2 2026 in Review

KFG Wealth Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 1.1% in Q2 2026, selling an estimated $3.95K and leaving 12,456 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #164.

KFG Wealth Management first reported a position in DFGR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q4 2025. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

KFG Wealth Management held 12,456 shares of Dimensional Global Real Estate ETF worth $361K as of Q2 2026.
KFG Wealth Management sold 138 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $3.95K.
Dimensional Global Real Estate ETF made up 0.04% of KFG Wealth Management's portfolio in Q2 2026, its #164 holding.
KFG Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
KFG Wealth Management's Dimensional Global Real Estate ETF position peaked at $1.58M in Q4 2025.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.