Two West Capital Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Two West Capital Advisors’s Portfolio DFGP Stock Details DFGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.32M	Buy	42,916 +3,590	+9%	+$195K	1.15%	16
2026 Q1	$2.13M	Buy	39,326 +3,411	+9%	+$186K	1.13%	17
2025 Q4	$1.94M	Buy	35,915 +4,962	+16%	+$273K	1.13%	17
2025 Q3	$1.72M	Buy	30,953 +4,728	+18%	+$259K	1.04%	17
2025 Q2	$1.43M	Sell	26,225 -155	-0.6%	-$8.3K	0.93%	18
2025 Q1	$1.38M	Buy	26,380 +4,161	+19%	+$221K	1.16%	15
2024 Q4	$1.17M	Buy	22,219 +1,593	+8%	+$86.2K	1.01%	15
2024 Q3	$1.14M	Buy	20,626 +2,565	+14%	+$139K	0.92%	16
2024 Q2	$956K	Buy	+18,061	New	+$954K	0.91%	16

Other funds holding DFGP

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

WAN

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

UWM

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

OFI

Outbound Financial Inc Boulder, Colorado $154M AUM 16.38% 1-Year Est. Return

Two West Capital Advisors's DFGP Position: Q2 2026 in Review

Two West Capital Advisors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 9.1% in Q2 2026, buying an estimated $195K and bringing the position to 42,916 shares worth $2.32M. The position accounts for 1.15% of the portfolio, ranked #16.

Two West Capital Advisors first reported a position in DFGP in Q2 2024 and has held it in 9 quarters since. 56 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

Two West Capital Advisors held 42,916 shares of Dimensional Global Core Plus Fixed Income ETF worth $2.32M as of Q2 2026.
Two West Capital Advisors bought 3,590 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $195K.
Dimensional Global Core Plus Fixed Income ETF made up 1.15% of Two West Capital Advisors's portfolio in Q2 2026, its #16 holding.
Two West Capital Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
56 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.