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
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 $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $402M AUM 15.19% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Corient Private Wealth's DFGX Position: Q2 2025 in Review

Corient Private Wealth sold out of Dimensional International Core Fixed Income ETF (DFGX) in Q2 2025, closing a stake of 10,424 shares — an estimated $545K sold.

Corient Private Wealth first reported a position in DFGX in Q1 2025 and held it in 1 quarter. The position peaked at $545K in Q1 2025. 101 funds tracked by Wall St. Rank hold DFGX as of Q2 2025.

  • Corient Private Wealth reported no remaining Dimensional International Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 10,424 Dimensional International Core Fixed Income ETF shares in Q2 2025, an estimated $545K.
  • Corient Private Wealth first reported a position in Dimensional International Core Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • Corient Private Wealth's Dimensional International Core Fixed Income ETF position peaked at $545K in Q1 2025.
  • 101 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.