Two West Capital Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Two West Capital Advisors’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	$422K	Buy	14,160 +773	+6%	+$22.1K	0.21%	67
2026 Q1	$380K	Buy	13,387 +191	+1%	+$5.24K	0.2%	72
2025 Q4	$349K	Buy	13,196 +516	+4%	+$13.9K	0.2%	70
2025 Q3	$352K	Buy	12,680 +531	+4%	+$14.4K	0.21%	68
2025 Q2	$331K	Sell	12,149 -231	-2%	-$6.06K	0.22%	65
2025 Q1	$306K	Buy	12,380 +2,187	+21%	+$57K	0.26%	54
2024 Q4	$260K	Buy	10,193 +1,717	+20%	+$47.1K	0.22%	61
2024 Q3	$245K	Buy	+8,476	New	+$231K	0.2%	59

Other funds holding DFGR

FFM

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DPW

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

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

Two West Capital Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.8% in Q2 2026, buying an estimated $22.1K and bringing the position to 14,160 shares worth $422K. The position accounts for 0.21% of the portfolio, ranked #67.

Two West Capital Advisors first reported a position in DFGR in Q3 2024 and has held it in 8 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Two West Capital Advisors held 14,160 shares of Dimensional Global Real Estate ETF worth $422K as of Q2 2026.
Two West Capital Advisors bought 773 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $22.1K.
Dimensional Global Real Estate ETF made up 0.21% of Two West Capital Advisors's portfolio in Q2 2026, its #67 holding.
Two West Capital Advisors first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

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