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

KM 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 Q1	$735K	Sell	25,546 -4,124	-14%	-$113K	0.49%	20
2025 Q4	$784K	Sell	29,670 -28,518	-49%	-$769K	0.4%	34
2025 Q3	$1.59M	Buy	58,188 +18,505	+47%	+$501K	0.73%	27
2025 Q2	$1.06M	Buy	39,683 +9,961	+34%	+$261K	0.53%	31
2025 Q1	$781K	Sell	29,722 -17,259	-37%	-$450K	0.42%	34
2024 Q4	$1.2M	Buy	46,981 +142	+0.3%	+$3.9K	0.62%	24
2024 Q3	$1.35M	Sell	46,839 -6,749	-13%	-$184K	0.72%	23
2024 Q2	$1.34M	Buy	53,588 +3,035	+6%	+$74.7K	0.69%	26
2024 Q1	$1.29M	Buy	50,553 +34,865	+222%	+$874K	0.72%	24
2023 Q4	$408K	Buy	+15,688	New	+$368K	0.24%	35

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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 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

KM Capital Management's DFGR Position: Q1 2026 in Review

KM Capital Management reduced its Dimensional Global Real Estate ETF (DFGR) stake by 14% in Q1 2026, selling an estimated $113K and leaving 25,546 shares worth $735K. The position accounts for 0.49% of the portfolio, ranked #20.

KM Capital Management first reported a position in DFGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.59M in Q3 2025. 316 funds tracked by Wall St. Rank hold DFGR as of Q1 2026.

KM Capital Management held 25,546 shares of Dimensional Global Real Estate ETF worth $735K as of Q1 2026.
KM Capital Management sold 4,124 Dimensional Global Real Estate ETF shares in Q1 2026, an estimated $113K.
Dimensional Global Real Estate ETF made up 0.49% of KM Capital Management's portfolio in Q1 2026, its #20 holding.
KM Capital Management first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
KM Capital Management's Dimensional Global Real Estate ETF position peaked at $1.59M in Q3 2025.
316 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2026.

Based on KM Capital Management's 13F filing for Q1 2026, filed 15 May 2026.