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 Q2	$681K	Buy	12,701 +3,086	+32%	+$163K	0.01%	639
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	Buy	11,584 +96	+0.8%	+$5.07K	0.02%	649
2025 Q1	$600K	Buy	11,488 +5,164	+82%	+$270K	0.02%	571
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

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

Geneos Wealth Management's DFGX Position: Q2 2026 in Review

Geneos Wealth Management increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 32% in Q2 2026, buying an estimated $163K and bringing the position to 12,701 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #639.

Geneos Wealth Management first reported a position in DFGX in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Geneos Wealth Management held 12,701 shares of Dimensional International Core Fixed Income ETF worth $681K as of Q2 2026.
Geneos Wealth Management bought 3,086 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $163K.
Dimensional International Core Fixed Income ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #639 holding.
Geneos Wealth Management first reported a position in Dimensional International Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.