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 Q3	$2.37M	Buy	45,595 +2,679	+6%	+$143K	1.18%	14
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

Two West Capital Advisors's DFGP Position: Q3 2026 in Review

Two West Capital Advisors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 6.2% in Q3 2026, buying an estimated $143K and bringing the position to 45,595 shares worth $2.37M. The position accounts for 1.18% of the portfolio, ranked #14.

Two West Capital Advisors first reported a position in DFGP in Q2 2024 and has held it in 10 quarters since. 69 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

Two West Capital Advisors held 45,595 shares of Dimensional Global Core Plus Fixed Income ETF worth $2.37M as of Q3 2026.
Two West Capital Advisors bought 2,679 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $143K.
Dimensional Global Core Plus Fixed Income ETF made up 1.18% of Two West Capital Advisors's portfolio in Q3 2026, its #14 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 10 quarters since.
69 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Two West Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.