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 Q2	$25M	Sell	467,359 -232,503	-33%	-$12.3M	6.55%	5
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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Alpha Financial Advisors's DFGX Position: Q2 2026 in Review

Alpha Financial Advisors reduced its Dimensional International Core Fixed Income ETF (DFGX) stake by 33% in Q2 2026, selling an estimated $12.3M and leaving 467,359 shares worth $25M. The position accounts for 6.55% of the portfolio, ranked #5.

Alpha Financial Advisors first reported a position in DFGX in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.7M in Q1 2026. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Alpha Financial Advisors held 467,359 shares of Dimensional International Core Fixed Income ETF worth $25M as of Q2 2026.
Alpha Financial Advisors sold 232,503 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $12.3M.
Dimensional International Core Fixed Income ETF made up 6.55% of Alpha Financial Advisors's portfolio in Q2 2026, its #5 holding.
Alpha Financial Advisors first reported a position in Dimensional International Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
Alpha Financial Advisors's Dimensional International Core Fixed Income ETF position peaked at $36.7M in Q1 2026.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.