Krilogy Financial
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
Q3 		$2.72M Sell
99,462
-13,845
-12% -$402K 0.07% 203
2026
Q2 		$3.28M Sell
113,307
-966
-0.8% -$27.7K 0.1% 171
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Krilogy Financial's DFGR Position: Q3 2026 in Review

Krilogy Financial reduced its Dimensional Global Real Estate ETF (DFGR) stake by 12% in Q3 2026, selling an estimated $402K and leaving 99,462 shares worth $2.72M. The position accounts for 0.07% of the portfolio, ranked #203.

Krilogy Financial first reported a position in DFGR in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.28M in Q2 2026. 71 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Krilogy Financial held 99,462 shares of Dimensional Global Real Estate ETF worth $2.72M as of Q3 2026.
  • Krilogy Financial sold 13,845 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $402K.
  • Dimensional Global Real Estate ETF made up 0.07% of Krilogy Financial's portfolio in Q3 2026, its #203 holding.
  • Krilogy Financial first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 16 quarters since.
  • Krilogy Financial's Dimensional Global Real Estate ETF position peaked at $3.28M in Q2 2026.
  • 71 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.