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

Shearwater Capital’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 		$807K Buy
27,845
+3,030
+12% +$86.8K 0.39% 31
2026
Q1 		$660K Buy
24,815
+1,277
+5% +$35K 0.35% 34
2025
Q4 		$622K Buy
23,538
+1,983
+9% +$53.5K 0.36% 29
2025
Q3 		$589K Buy
21,555
+1,647
+8% +$44.6K 0.35% 31
2025
Q2 		$534K Buy
19,908
+5,413
+37% +$142K 0.34% 31
2025
Q1 		$381K Buy
14,495
+529
+4% +$13.8K 0.27% 33
2024
Q4 		$357K Buy
13,966
+1,405
+11% +$38.6K 0.24% 37
2024
Q3 		$363K Buy
12,561
+388
+3% +$10.6K 0.25% 36
2024
Q2 		$304K Buy
12,173
+2,128
+21% +$52.4K 0.22% 36
2024
Q1 		$256K Buy
10,045
+1,119
+13% +$28.1K 0.19% 39
2023
Q4 		$232K Buy
+8,926
New +$209K 0.18% 40

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

Shearwater Capital's DFGR Position: Q2 2026 in Review

Shearwater Capital increased its Dimensional Global Real Estate ETF (DFGR) stake by 12% in Q2 2026, buying an estimated $86.8K and bringing the position to 27,845 shares worth $807K. The position accounts for 0.39% of the portfolio, ranked #31.

Shearwater Capital first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 172 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Shearwater Capital held 27,845 shares of Dimensional Global Real Estate ETF worth $807K as of Q2 2026.
  • Shearwater Capital bought 3,030 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $86.8K.
  • Dimensional Global Real Estate ETF made up 0.39% of Shearwater Capital's portfolio in Q2 2026, its #31 holding.
  • Shearwater Capital first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 172 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.