Corient Private Wealth
DFGX icon

Corient Private Wealth’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Corient Private Wealth’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 		$260K Buy
+4,854
New +$257K ﹤0.01% 2641
2025
Q2 		– Sell
-10,424
Closed -$545K – 2464
2025
Q1 		$545K Buy
+10,424
New +$545K ﹤0.01% 1557

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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Corient Private Wealth's DFGX Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Dimensional International Core Fixed Income ETF (DFGX) in Q2 2026: 4,854 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #2641 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in DFGX as recently as Q1 2025.

Corient Private Wealth first reported a position in DFGX in Q1 2025 and has held it in 2 quarters since. The position peaked at $545K in Q1 2025. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • Corient Private Wealth held 4,854 shares of Dimensional International Core Fixed Income ETF worth $260K as of Q2 2026.
  • Dimensional International Core Fixed Income ETF was a new Corient Private Wealth position in Q2 2026.
  • Dimensional International Core Fixed Income ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2641 holding.
  • Corient Private Wealth first reported a position in Dimensional International Core Fixed Income ETF in Q1 2025 and has held it in 2 quarters since.
  • Corient Private Wealth's Dimensional International Core Fixed Income ETF position peaked at $545K in Q1 2025.
  • 181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.