AssuredPartners Investment Advisors’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

AssuredPartners Investment 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	$2.98M	Buy	55,520 +12,318	+29%	+$652K	0.29%	94
2026 Q1	$2.27M	Buy	43,202 +10,437	+32%	+$553K	0.25%	104
2025 Q4	$1.72M	Buy	32,765 +10,826	+49%	+$583K	0.26%	97
2025 Q3	$1.18M	Buy	21,939 +11,948	+120%	+$639K	0.26%	73
2025 Q2	$533K	Buy	9,991 +4,709	+89%	+$248K	0.13%	123
2025 Q1	$276K	Buy	5,282 +862	+20%	+$45.1K	0.05%	278
2024 Q4	$231K	Buy	+4,420	New	+$236K	0.05%	301

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

AssuredPartners Investment Advisors's DFGX Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 29% in Q2 2026, buying an estimated $652K and bringing the position to 55,520 shares worth $2.98M. The position accounts for 0.29% of the portfolio, ranked #94.

AssuredPartners Investment Advisors 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.

AssuredPartners Investment Advisors held 55,520 shares of Dimensional International Core Fixed Income ETF worth $2.98M as of Q2 2026.
AssuredPartners Investment Advisors bought 12,318 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $652K.
Dimensional International Core Fixed Income ETF made up 0.29% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #94 holding.
AssuredPartners Investment Advisors 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 AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.