CMP
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Coston McIsaac & Partners’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Coston McIsaac & Partners’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 		$40K Hold
758
– – 0.01% 372
2026
Q1 		$39K Buy
758
+589
+349% +$31.2K 0.01% 358
2025
Q4 		$8K Buy
169
+96
+132% +$5.17K ﹤0.01% 602
2025
Q3 		$3K Buy
+73
New +$3.91K ﹤0.01% 677

Other funds holding DFGX

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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 10.22% 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 22.9% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Coston McIsaac & Partners's DFGX Position: Q2 2026 in Review

Coston McIsaac & Partners held its Dimensional International Core Fixed Income ETF (DFGX) position steady in Q2 2026 at 758 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #372.

Coston McIsaac & Partners first reported a position in DFGX in Q3 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • Coston McIsaac & Partners held 758 shares of Dimensional International Core Fixed Income ETF worth $40K as of Q2 2026.
  • Coston McIsaac & Partners left its Dimensional International Core Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional International Core Fixed Income ETF made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #372 holding.
  • Coston McIsaac & Partners first reported a position in Dimensional International Core Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.