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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
Q3 		$132M Buy
2,570,092
+310,542
+14% +$16.2M 1.67% 12
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

GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
SRB
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Apella Capital's DFGX Position: Q3 2026 in Review

Apella Capital increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 14% in Q3 2026, buying an estimated $16.2M and bringing the position to 2,570,092 shares worth $132M. The position accounts for 1.67% of the portfolio, ranked #12.

Apella Capital first reported a position in DFGX in Q4 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold DFGX as of Q3 2026.

  • Apella Capital held 2,570,092 shares of Dimensional International Core Fixed Income ETF worth $132M as of Q3 2026.
  • Apella Capital bought 310,542 Dimensional International Core Fixed Income ETF shares in Q3 2026, an estimated $16.2M.
  • Dimensional International Core Fixed Income ETF made up 1.67% of Apella Capital's portfolio in Q3 2026, its #12 holding.
  • Apella Capital first reported a position in Dimensional International Core Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
  • 21 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.