Beacon Hill Wealth Management’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Beacon Hill Wealth Management’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	$12M	Buy	235,536 +28,936	+14%	+$1.51M	7.33%	5
2026 Q2	$11.1M	Buy	+206,600	New	+$10.9M	7.67%	5

Other funds holding DFGX

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return

Ironwood Wealth Management (Arizona) Chandler, Arizona $463M AUM 6.51% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $1.27B AUM 14.86% 1-Year Est. Return

United Wealth Management Charlottesville, Virginia $378M AUM 10.8% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Beacon Hill Wealth Management's DFGX Position: Q3 2026 in Review

Beacon Hill Wealth Management increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 14% in Q3 2026, buying an estimated $1.51M and bringing the position to 235,536 shares worth $12M. The position accounts for 7.33% of the portfolio, ranked #5.

Beacon Hill Wealth Management first reported a position in DFGX in Q2 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold DFGX as of Q3 2026.

Beacon Hill Wealth Management held 235,536 shares of Dimensional International Core Fixed Income ETF worth $12M as of Q3 2026.
Beacon Hill Wealth Management bought 28,936 Dimensional International Core Fixed Income ETF shares in Q3 2026, an estimated $1.51M.
Dimensional International Core Fixed Income ETF made up 7.33% of Beacon Hill Wealth Management's portfolio in Q3 2026, its #5 holding.
Beacon Hill Wealth Management first reported a position in Dimensional International Core Fixed Income ETF in Q2 2026 and has held it in 2 quarters since.
170 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q3 2026.

Based on Beacon Hill Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.