APFP
DFGX icon

Action Point Financial Planning’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Action Point Financial Planning’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 		$560K Buy
10,454
+6,167
+144% +$327K 0.06% 243
2026
Q1 		$225K Buy
+4,287
New +$227K 0.2% 60

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

Action Point Financial Planning's DFGX Position: Q2 2026 in Review

Action Point Financial Planning increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 144% in Q2 2026, buying an estimated $327K and bringing the position to 10,454 shares worth $560K. The position accounts for 0.06% of the portfolio, ranked #243.

Action Point Financial Planning first reported a position in DFGX in Q1 2026 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • Action Point Financial Planning held 10,454 shares of Dimensional International Core Fixed Income ETF worth $560K as of Q2 2026.
  • Action Point Financial Planning bought 6,167 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $327K.
  • Dimensional International Core Fixed Income ETF made up 0.06% of Action Point Financial Planning's portfolio in Q2 2026, its #243 holding.
  • Action Point Financial Planning first reported a position in Dimensional International Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.