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

GeoWealth 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	$17M	Buy	316,735 +10,444	+3%	+$553K	0.53%	29
2026 Q1	$16.1M	Buy	306,291 +27,756	+10%	+$1.47M	0.58%	28
2025 Q4	$14.7M	Buy	278,535 +11,214	+4%	+$604K	0.54%	29
2025 Q3	$14.4M	Buy	267,321 +30,318	+13%	+$1.62M	0.53%	32
2025 Q2	$12.6M	Sell	237,003 -64,972	-22%	-$3.43M	0.49%	30
2025 Q1	$15.8M	Buy	301,975 +10,294	+4%	+$538K	0.63%	26
2024 Q4	$15.3M	Buy	291,681 +290,956	+40,132%	+$15.6M	0.5%	37
2024 Q3	$39.2K	Buy	725 +690	+1,971%	+$36.9K	﹤0.01%	1144
2024 Q2	$1.84K	Buy	+35	New	+$1.84K	﹤0.01%	856

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

GeoWealth Management's DFGX Position: Q2 2026 in Review

GeoWealth Management increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 3.4% in Q2 2026, buying an estimated $553K and bringing the position to 316,735 shares worth $17M. The position accounts for 0.53% of the portfolio, ranked #29.

GeoWealth Management first reported a position in DFGX in Q2 2024 and has held it in 9 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

GeoWealth Management held 316,735 shares of Dimensional International Core Fixed Income ETF worth $17M as of Q2 2026.
GeoWealth Management bought 10,444 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $553K.
Dimensional International Core Fixed Income ETF made up 0.53% of GeoWealth Management's portfolio in Q2 2026, its #29 holding.
GeoWealth Management first reported a position in Dimensional International Core Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.