KF
DFGR icon

Krilogy Financial’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Krilogy Financial’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 		$3.27M Sell
114,273
-2,944
-3% -$80.7K 0.11% 160
2025
Q4 		$3.16M Buy
117,217
+8,615
+8% +$232K 0.11% 156
2025
Q3 		$2.93M Buy
108,602
+12,912
+13% +$350K 0.11% 153
2025
Q2 		$2.57M Buy
95,690
+4,774
+5% +$125K 0.15% 118
2025
Q1 		$2.39M Buy
90,916
+3,583
+4% +$93.4K 0.15% 114
2024
Q4 		$2.23M Buy
87,333
+5,767
+7% +$158K 0.15% 117
2024
Q3 		$2.35M Sell
81,566
-1,273
-2% -$34.7K 0.16% 115
2024
Q2 		$2.07M Sell
82,839
-2,356
-3% -$58K 0.15% 117
2024
Q1 		$2.18M Buy
85,195
+2,977
+4% +$74.7K 0.17% 117
2023
Q4 		$2.14M Sell
82,218
-49,754
-38% -$1.17M 0.18% 106
2023
Q3 		$2.96M Buy
131,972
+23,998
+22% +$581K 0.27% 82
2023
Q2 		$2.63M Buy
107,974
+32,954
+44% +$803K 0.24% 88
2023
Q1 		$1.84M Buy
75,020
+55,964
+294% +$1.41M 0.15% 117
2022
Q4 		$465K Buy
+19,056
New +$470K 0.04% 263

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
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
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Krilogy Financial's DFGR Position: Q1 2026 in Review

Krilogy Financial reduced its Dimensional Global Real Estate ETF (DFGR) stake by 2.5% in Q1 2026, selling an estimated $80.7K and leaving 114,273 shares worth $3.27M. The position accounts for 0.11% of the portfolio, ranked #160.

Krilogy Financial first reported a position in DFGR in Q4 2022 and has held it in 14 quarters since. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

  • Krilogy Financial held 114,273 shares of Dimensional Global Real Estate ETF worth $3.27M as of Q1 2026.
  • Krilogy Financial sold 2,944 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $80.7K.
  • Dimensional Global Real Estate ETF made up 0.11% of Krilogy Financial's portfolio in Q1 2026, its #160 holding.
  • Krilogy Financial first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • 316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.