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BEACON HILL WEALTH MANAGEMENT LTD.’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

BEACON HILL WEALTH MANAGEMENT LTD.’s Portfolio DFGX Stock Details DFGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.1M Buy
+206,600
New +$10.9M 7.67% 5

Other funds holding DFGX

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

BEACON HILL WEALTH MANAGEMENT LTD.'s DFGX Position: Q2 2026 in Review

BEACON HILL WEALTH MANAGEMENT LTD. opened a new position in Dimensional International Core Fixed Income ETF (DFGX) in Q2 2026: 206,600 shares worth $11.1M. The stake represents 7.67% of the portfolio and ranks #5 among its holdings.

153 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • BEACON HILL WEALTH MANAGEMENT LTD. held 206,600 shares of Dimensional International Core Fixed Income ETF worth $11.1M as of Q2 2026.
  • Dimensional International Core Fixed Income ETF was a new BEACON HILL WEALTH MANAGEMENT LTD. position in Q2 2026.
  • Dimensional International Core Fixed Income ETF made up 7.67% of BEACON HILL WEALTH MANAGEMENT LTD.'s portfolio in Q2 2026, its #5 holding.
  • 153 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on BEACON HILL WEALTH MANAGEMENT LTD.'s 13F filing for Q2 2026, filed 11 Aug 2026.