BWM Planning’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

BWM Planning’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	$945K	Hold	17,628	–	–	0.22%	48
2026 Q1	$925K	Hold	17,628	–	–	0.24%	48
2025 Q4	$928K	Hold	17,628	–	–	0.25%	51
2025 Q3	$951K	Hold	17,628	–	–	0.28%	45
2025 Q2	$941K	Hold	17,628	–	–	0.32%	44
2025 Q1	$921K	Hold	17,628	–	–	0.39%	43
2024 Q4	$922K	Hold	17,628	–	–	0.4%	43
2024 Q3	$954K	Buy	+17,628	New	+$943K	0.42%	43

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

BWM Planning's DFGX Position: Q2 2026 in Review

BWM Planning held its Dimensional International Core Fixed Income ETF (DFGX) position steady in Q2 2026 at 17,628 shares worth $945K. The position accounts for 0.22% of the portfolio, ranked #48.

BWM Planning first reported a position in DFGX in Q3 2024 and has held it in 8 quarters since. The position peaked at $954K in Q3 2024. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

BWM Planning held 17,628 shares of Dimensional International Core Fixed Income ETF worth $945K as of Q2 2026.
BWM Planning left its Dimensional International Core Fixed Income ETF share count unchanged in Q2 2026.
Dimensional International Core Fixed Income ETF made up 0.22% of BWM Planning's portfolio in Q2 2026, its #48 holding.
BWM Planning first reported a position in Dimensional International Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
BWM Planning's Dimensional International Core Fixed Income ETF position peaked at $954K in Q3 2024.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.