Key Capital Management
DFGR icon

Key Capital Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Key Capital 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 		$487 Buy
18
+4
+29% +$116 ﹤0.01% 751
2026
Q2 		$406 Buy
14
+4
+40% +$115 ﹤0.01% 701
2026
Q1 		$266 Sell
10
-2
-17% -$55 ﹤0.01% 660
2025
Q4 		$317 Buy
+12
New +$324 ﹤0.01% 505

Other funds holding DFGR

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Savant Capital
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JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Key Capital Management's DFGR Position: Q3 2026 in Review

Key Capital Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 29% in Q3 2026, buying an estimated $116 and bringing the position to 18 shares worth $487. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Key Capital Management first reported a position in DFGR in Q4 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

  • Key Capital Management held 18 shares of Dimensional Global Real Estate ETF worth $487 as of Q3 2026.
  • Key Capital Management bought 4 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $116.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #751 holding.
  • Key Capital Management first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.