Envestnet Asset Management’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Envestnet Asset Management’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	$31.9M	Buy	594,298 +128,942	+28%	+$6.83M	0.01%	1128
2026 Q1	$24.4M	Buy	465,356 +135,244	+41%	+$7.16M	0.01%	1216
2025 Q4	$17.4M	Buy	330,112 +50,435	+18%	+$2.72M	0.01%	1301
2025 Q3	$15.1M	Buy	279,677 +53,853	+24%	+$2.88M	﹤0.01%	1489
2025 Q2	$12M	Buy	225,824 +35,656	+19%	+$1.88M	﹤0.01%	1612
2025 Q1	$9.94M	Buy	190,168 +23,421	+14%	+$1.23M	﹤0.01%	1673
2024 Q4	$8.72M	Buy	166,747 +12,806	+8%	+$685K	﹤0.01%	1739
2024 Q3	$8.33M	Buy	153,941 +8,174	+6%	+$437K	﹤0.01%	1766
2024 Q2	$7.66M	Buy	145,767 +100,047	+219%	+$5.25M	﹤0.01%	1730
2024 Q1	$2.42M	Buy	45,720 +19,165	+72%	+$1.01M	﹤0.01%	2462
2023 Q4	$1.4M	Buy	+26,555	New	+$1.37M	﹤0.01%	2685

Other funds holding DFGX

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

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management's DFGX Position: Q2 2026 in Review

Envestnet Asset Management increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 28% in Q2 2026, buying an estimated $6.83M and bringing the position to 594,298 shares worth $31.9M. The position accounts for 0.01% of the portfolio, ranked #1128.

Envestnet Asset Management first reported a position in DFGX in Q4 2023 and has held it in 11 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Envestnet Asset Management held 594,298 shares of Dimensional International Core Fixed Income ETF worth $31.9M as of Q2 2026.
Envestnet Asset Management bought 128,942 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $6.83M.
Dimensional International Core Fixed Income ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1128 holding.
Envestnet Asset Management first reported a position in Dimensional International Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.