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 Q3	$286K	Sell	10,564 -1,892	-15%	-$55K	0.03%	180
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

KFG Wealth Management's DFGR Position: Q3 2026 in Review

KFG Wealth Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 15% in Q3 2026, selling an estimated $55K and leaving 10,564 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #180.

KFG Wealth Management first reported a position in DFGR in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.58M in Q4 2025. 314 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

KFG Wealth Management held 10,564 shares of Dimensional Global Real Estate ETF worth $286K as of Q3 2026.
KFG Wealth Management sold 1,892 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $55K.
Dimensional Global Real Estate ETF made up 0.03% of KFG Wealth Management's portfolio in Q3 2026, its #180 holding.
KFG Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 9 quarters since.
KFG Wealth Management's Dimensional Global Real Estate ETF position peaked at $1.58M in Q4 2025.
314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.