Beacon Pointe Advisors’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Beacon Pointe 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	$2.03M	Sell	37,825 -2,623	-6%	-$139K	0.01%	761
2026 Q1	$2.12M	Sell	40,448 -2,331	-5%	-$123K	0.01%	711
2025 Q4	$2.25M	Sell	42,779 -5,057	-11%	-$272K	0.02%	572
2025 Q3	$2.58M	Buy	+47,836	New	+$2.56M	0.02%	492

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

Beacon Pointe Advisors's DFGX Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Dimensional International Core Fixed Income ETF (DFGX) stake by 6.5% in Q2 2026, selling an estimated $139K and leaving 37,825 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #761.

Beacon Pointe Advisors first reported a position in DFGX in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.58M in Q3 2025. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Beacon Pointe Advisors held 37,825 shares of Dimensional International Core Fixed Income ETF worth $2.03M as of Q2 2026.
Beacon Pointe Advisors sold 2,623 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $139K.
Dimensional International Core Fixed Income ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #761 holding.
Beacon Pointe Advisors first reported a position in Dimensional International Core Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
Beacon Pointe Advisors's Dimensional International Core Fixed Income ETF position peaked at $2.58M in Q3 2025.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.