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

CreativeOne 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
Q1 		$889K Buy
16,950
+780
+5% +$41.3K 0.02% 616
2025
Q4 		$851K Sell
16,170
-2,564
-14% -$138K 0.02% 619
2025
Q3 		$1.01M Buy
18,734
+2,517
+16% +$135K 0.02% 549
2025
Q2 		$865K Buy
16,217
+998
+7% +$52.7K 0.02% 578
2025
Q1 		$795K Buy
15,219
+4,464
+42% +$233K 0.02% 556
2024
Q4 		$563K Buy
10,755
+2,333
+28% +$125K 0.02% 657
2024
Q3 		$456K Buy
8,422
+3,887
+86% +$208K 0.02% 655
2024
Q2 		$238K Sell
4,535
-457
-9% -$24K 0.01% 675
2024
Q1 		$265K Buy
+4,992
New +$262K 0.01% 755

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
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $402M AUM 15.19% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $381M AUM 19.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return