CC
DFGX icon

Copperleaf Capital’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Copperleaf 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
2025
Q3 		$1.23M Buy
22,774
+1,335
+6% +$71.5K 0.59% 43
2025
Q2 		$1.14M Sell
21,439
-14
-0.1% -$739 0.58% 47
2025
Q1 		$1.12M Sell
21,453
-518
-2% -$27.1K 0.67% 43
2024
Q4 		$1.15M Buy
21,971
+5,282
+32% +$283K 0.73% 38
2024
Q3 		$903K Buy
16,689
+4,054
+32% +$217K 0.69% 49
2024
Q2 		$664K Buy
12,635
+177
+1% +$9.29K 0.53% 55
2024
Q1 		$660K Buy
+12,458
New +$654K 0.57% 53

Other funds holding DFGX

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Copperleaf Capital's DFGX Position: Q3 2025 in Review

Copperleaf Capital increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 6.2% in Q3 2025, buying an estimated $71.5K and bringing the position to 22,774 shares worth $1.23M. The position accounts for 0.59% of the portfolio, ranked #43.

Copperleaf Capital first reported a position in DFGX in Q1 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold DFGX as of Q3 2025.

  • Copperleaf Capital held 22,774 shares of Dimensional International Core Fixed Income ETF worth $1.23M as of Q3 2025.
  • Copperleaf Capital bought 1,335 Dimensional International Core Fixed Income ETF shares in Q3 2025, an estimated $71.5K.
  • Dimensional International Core Fixed Income ETF made up 0.59% of Copperleaf Capital's portfolio in Q3 2025, its #43 holding.
  • Copperleaf Capital first reported a position in Dimensional International Core Fixed Income ETF in Q1 2024 and has held it in 7 quarters since.
  • 119 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.