Capstone Wealth Management (Alabama)’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Capstone Wealth Management (Alabama)’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	$668K	Buy	23,062 +1,503	+7%	+$43K	0.31%	40
2026 Q1	$573K	Buy	21,559 +2,885	+15%	+$79.1K	0.4%	28
2025 Q4	$493K	Buy	18,674 +1,414	+8%	+$38.1K	0.36%	32
2025 Q3	$471K	Buy	17,260 +2,259	+15%	+$61.2K	0.36%	29
2025 Q2	$402K	Buy	15,001 +4,847	+48%	+$127K	0.35%	32
2025 Q1	$267K	Buy	10,154 +1,327	+15%	+$34.6K	0.27%	41
2024 Q4	$225K	Buy	+8,827	New	+$242K	0.22%	43

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

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Capstone Wealth Management (Alabama)'s DFGR Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its Dimensional Global Real Estate ETF (DFGR) stake by 7% in Q2 2026, buying an estimated $43K and bringing the position to 23,062 shares worth $668K. The position accounts for 0.31% of the portfolio, ranked #40.

Capstone Wealth Management (Alabama) first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Capstone Wealth Management (Alabama) held 23,062 shares of Dimensional Global Real Estate ETF worth $668K as of Q2 2026.
Capstone Wealth Management (Alabama) bought 1,503 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $43K.
Dimensional Global Real Estate ETF made up 0.31% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #40 holding.
Capstone Wealth Management (Alabama) first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.