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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q1 		– Sell
-8,115
Closed -$425K – 73
2024
Q4 		$425K Buy
+8,115
New +$434K 0.29% 63

Other funds holding DFGX

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's DFGX Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Dimensional International Core Fixed Income ETF (DFGX) in Q1 2025, closing a stake of 8,115 shares — an estimated $425K sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in DFGX in Q4 2024 and held it in 1 quarter. The position peaked at $425K in Q4 2024. 92 funds tracked by Wall St. Rank hold DFGX as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Dimensional International Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 8,115 Dimensional International Core Fixed Income ETF shares in Q1 2025, an estimated $425K.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Dimensional International Core Fixed Income ETF in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Dimensional International Core Fixed Income ETF position peaked at $425K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.