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

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $153M AUM 14.65% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
3FI
3 Factor Indexing Sacramento, California $118M AUM
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
FFG
First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return