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E-Wealth Partners’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

E-Wealth 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 		$922K Sell
17,203
-503
-3% -$26.6K 0.67% 23
2026
Q1 		$929K Buy
17,706
+1,390
+9% +$73.6K 0.75% 23
2025
Q4 		$859K Buy
+16,316
New +$879K 0.72% 24

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

E-Wealth Partners's DFGX Position: Q2 2026 in Review

E-Wealth Partners reduced its Dimensional International Core Fixed Income ETF (DFGX) stake by 2.8% in Q2 2026, selling an estimated $26.6K and leaving 17,203 shares worth $922K. The position accounts for 0.67% of the portfolio, ranked #23.

E-Wealth Partners first reported a position in DFGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $929K in Q1 2026. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • E-Wealth Partners held 17,203 shares of Dimensional International Core Fixed Income ETF worth $922K as of Q2 2026.
  • E-Wealth Partners sold 503 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $26.6K.
  • Dimensional International Core Fixed Income ETF made up 0.67% of E-Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • E-Wealth Partners first reported a position in Dimensional International Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • E-Wealth Partners's Dimensional International Core Fixed Income ETF position peaked at $929K in Q1 2026.
  • 181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.