Geneos Wealth Management’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Geneos Wealth 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 Q1	$504K	Buy	9,615 +1,240	+15%	+$65.6K	0.01%	703
2025 Q4	$441K	Buy	8,375 +675	+9%	+$36.4K	0.01%	702
2025 Q3	$415K	Sell	7,700 -3,884	-34%	-$208K	0.01%	705
2025 Q2	$618K	Sell	11,584 -7,713	-40%	-$407K	0.02%	649
2025 Q1	$1.21M	Buy	19,297 +12,973	+205%	+$679K	0.02%	615
2024 Q4	$331K	Buy	+6,324	New	+$338K	0.01%	680

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