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

Alpha 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
Q1 		$36.7M Buy
699,862
+42,225
+6% +$2.24M 11.25% 3
2025
Q4 		$34.6M Buy
657,637
+56,021
+9% +$3.02M 10.58% 3
2025
Q3 		$32.5M Buy
601,616
+23,783
+4% +$1.27M 11.43% 3
2025
Q2 		$30.8M Buy
577,833
+27,383
+5% +$1.44M 11.91% 3
2025
Q1 		$28.8M Buy
550,450
+15,655
+3% +$819K 12.79% 3
2024
Q4 		$28M Buy
534,795
+13,944
+3% +$746K 12.67% 2
2024
Q3 		$28.2M Buy
520,851
+23,472
+5% +$1.26M 12.47% 2
2024
Q2 		$26.1M Buy
497,379
+408
+0.1% +$21.4K 12.58% 1
2024
Q1 		$26.3M Buy
496,971
+22,986
+5% +$1.21M 12.42% 1
2023
Q4 		$25M Buy
+473,985
New +$24.5M 12.68% 1

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
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alpha Financial Advisors's DFGX Position: Q1 2026 in Review

Alpha Financial Advisors increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 6.4% in Q1 2026, buying an estimated $2.24M and bringing the position to 699,862 shares worth $36.7M. The position accounts for 11.25% of the portfolio, ranked #3.

Alpha Financial Advisors first reported a position in DFGX in Q4 2023 and has held it in 10 quarters since. 163 funds tracked by Wall St. Rank hold DFGX as of Q1 2026.

  • Alpha Financial Advisors held 699,862 shares of Dimensional International Core Fixed Income ETF worth $36.7M as of Q1 2026.
  • Alpha Financial Advisors bought 42,225 Dimensional International Core Fixed Income ETF shares in Q1 2026, an estimated $2.24M.
  • Dimensional International Core Fixed Income ETF made up 11.25% of Alpha Financial Advisors's portfolio in Q1 2026, its #3 holding.
  • Alpha Financial Advisors first reported a position in Dimensional International Core Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 163 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.