EWA
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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
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

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