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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
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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

Key Capital Management's DFGR Position: Q2 2026 in Review

Key Capital Management increased its Dimensional Global Real Estate ETF (DFGR) stake by 40% in Q2 2026, buying an estimated $115 and bringing the position to 14 shares worth $406. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Key Capital Management first reported a position in DFGR in Q4 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Key Capital Management held 14 shares of Dimensional Global Real Estate ETF worth $406 as of Q2 2026.
  • Key Capital Management bought 4 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $115.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #701 holding.
  • Key Capital Management first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.