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

EverSource Wealth Advisors’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	$2.42M	Buy	45,072 +611	+1%	+$32.4K	0.08%	193
2026 Q1	$2.33M	Sell	44,461 -14,920	-25%	-$790K	0.07%	195
2025 Q4	$3.13M	Buy	59,381 +7,299	+14%	+$393K	0.12%	146
2025 Q3	$2.81M	Buy	52,082 +23,309	+81%	+$1.25M	0.11%	144
2025 Q2	$1.54M	Buy	28,773 +2,510	+10%	+$132K	0.07%	198
2025 Q1	$1.37M	Buy	26,263 +5,225	+25%	+$273K	0.08%	198
2024 Q4	$1.1M	Buy	21,038 +2,677	+15%	+$143K	0.06%	230
2024 Q3	$994K	Buy	18,361 +1,372	+8%	+$73.4K	0.06%	221
2024 Q2	$906K	Buy	16,989 +1,787	+12%	+$93.8K	0.06%	228
2024 Q1	$791K	Buy	+15,202	New	+$798K	0.06%	211

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWMT

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

EverSource Wealth Advisors's DFGX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 1.4% in Q2 2026, buying an estimated $32.4K and bringing the position to 45,072 shares worth $2.42M. The position accounts for 0.08% of the portfolio, ranked #193.

EverSource Wealth Advisors first reported a position in DFGX in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.13M in Q4 2025. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

EverSource Wealth Advisors held 45,072 shares of Dimensional International Core Fixed Income ETF worth $2.42M as of Q2 2026.
EverSource Wealth Advisors bought 611 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $32.4K.
Dimensional International Core Fixed Income ETF made up 0.08% of EverSource Wealth Advisors's portfolio in Q2 2026, its #193 holding.
EverSource Wealth Advisors first reported a position in Dimensional International Core Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Dimensional International Core Fixed Income ETF position peaked at $3.13M in Q4 2025.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.