AA Financial Advisors
DFGX icon

AA Financial Advisors’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

AA Financial Advisors’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
Q3 		$10.8M Buy
212,031
+60,233
+40% +$3.14M 1.29% 19
2026
Q2 		$8.14M Buy
151,798
+4,283
+3% +$227K 0.98% 32
2026
Q1 		$7.74M Buy
+147,515
New +$7.81M 1.09% 31

Other funds holding DFGX

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
Verisail Partners
Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CWD
Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return
Shotwell Rutter Baer
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return
Yardley Wealth Management
Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

AA Financial Advisors's DFGX Position: Q3 2026 in Review

AA Financial Advisors increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 40% in Q3 2026, buying an estimated $3.14M and bringing the position to 212,031 shares worth $10.8M. The position accounts for 1.29% of the portfolio, ranked #19.

AA Financial Advisors first reported a position in DFGX in Q1 2026 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold DFGX as of Q3 2026.

  • AA Financial Advisors held 212,031 shares of Dimensional International Core Fixed Income ETF worth $10.8M as of Q3 2026.
  • AA Financial Advisors bought 60,233 Dimensional International Core Fixed Income ETF shares in Q3 2026, an estimated $3.14M.
  • Dimensional International Core Fixed Income ETF made up 1.29% of AA Financial Advisors's portfolio in Q3 2026, its #19 holding.
  • AA Financial Advisors first reported a position in Dimensional International Core Fixed Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.