AC
DFGX icon

Apella Capital’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Apella Capital’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 		$120M Buy
2,259,550
+128,611
+6% +$6.81M 1.7% 13
2026
Q1 		$113M Buy
2,130,939
+195,309
+10% +$10.3M 1.68% 13
2025
Q4 		$102M Buy
1,935,630
+265,446
+16% +$14.3M 2.01% 9
2025
Q3 		$91.2M Buy
1,670,184
+321,551
+24% +$17.2M 2.03% 10
2025
Q2 		$71.9M Buy
1,348,633
+411,664
+44% +$21.7M 1.95% 12
2025
Q1 		$48.7M Buy
936,969
+609,708
+186% +$31.9M 1.67% 13
2024
Q4 		$17.1M Buy
+327,261
New +$17.5M 0.66% 35

Other funds holding DFGX

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Apella Capital's DFGX Position: Q2 2026 in Review

Apella Capital increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 6% in Q2 2026, buying an estimated $6.81M and bringing the position to 2,259,550 shares worth $120M. The position accounts for 1.7% of the portfolio, ranked #13.

Apella Capital first reported a position in DFGX in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • Apella Capital held 2,259,550 shares of Dimensional International Core Fixed Income ETF worth $120M as of Q2 2026.
  • Apella Capital bought 128,611 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $6.81M.
  • Dimensional International Core Fixed Income ETF made up 1.7% of Apella Capital's portfolio in Q2 2026, its #13 holding.
  • Apella Capital first reported a position in Dimensional International Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.