Founders Financial Securities’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Founders Financial Securities’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	$292K	Buy	5,528 +302	+6%	+$16K	0.02%	457
2025 Q4	$275K	Sell	5,226 -104	-2%	-$5.6K	0.02%	491
2025 Q3	$288K	Buy	5,330 +36	+0.7%	+$1.93K	0.02%	427
2025 Q2	$282K	Buy	5,294 +190	+4%	+$10K	0.02%	428
2025 Q1	$269K	Buy	5,104 +317	+7%	+$16.6K	0.02%	404
2024 Q4	$250K	Sell	4,787 -695	-13%	-$37.2K	0.02%	404
2024 Q3	$297K	Sell	5,482 -2,170	-28%	-$116K	0.03%	372
2024 Q2	$402K	Buy	7,652 +1,000	+15%	+$52.5K	0.04%	313
2024 Q1	$353K	Buy	+6,652	New	+$349K	0.04%	306

Other funds holding DFGX

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

United Wealth Management Charlottesville, Virginia $402M AUM 15.19% 1-Year Est. Return

Private Wealth Management Group Princeton, New Jersey $381M AUM 19.19% 1-Year Est. Return

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