EFP
DFGX icon

Elser Financial Planning’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Elser Financial Planning’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 		$41.8M Buy
779,026
+71,171
+10% +$3.77M 1.81% 9
2026
Q1 		$37.2M Buy
707,855
+72,648
+11% +$3.85M 1.8% 8
2025
Q4 		$33.4M Buy
+635,207
New +$34.2M 24.18% 1

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Elser Financial Planning's DFGX Position: Q2 2026 in Review

Elser Financial Planning increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 10% in Q2 2026, buying an estimated $3.77M and bringing the position to 779,026 shares worth $41.8M. The position accounts for 1.81% of the portfolio, ranked #9.

Elser Financial Planning first reported a position in DFGX in Q4 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • Elser Financial Planning held 779,026 shares of Dimensional International Core Fixed Income ETF worth $41.8M as of Q2 2026.
  • Elser Financial Planning bought 71,171 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $3.77M.
  • Dimensional International Core Fixed Income ETF made up 1.81% of Elser Financial Planning's portfolio in Q2 2026, its #9 holding.
  • Elser Financial Planning first reported a position in Dimensional International Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.