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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
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

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

GeoWealth Management's DFGX Position: Q1 2026 in Review

GeoWealth Management increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 10% in Q1 2026, buying an estimated $1.47M and bringing the position to 306,291 shares worth $16.1M. The position accounts for 0.58% of the portfolio, ranked #28.

GeoWealth Management first reported a position in DFGX in Q2 2024 and has held it in 8 quarters since. 163 funds tracked by Wall St. Rank hold DFGX as of Q1 2026.

  • GeoWealth Management held 306,291 shares of Dimensional International Core Fixed Income ETF worth $16.1M as of Q1 2026.
  • GeoWealth Management bought 27,756 Dimensional International Core Fixed Income ETF shares in Q1 2026, an estimated $1.47M.
  • Dimensional International Core Fixed Income ETF made up 0.58% of GeoWealth Management's portfolio in Q1 2026, its #28 holding.
  • GeoWealth Management first reported a position in Dimensional International Core Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 163 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.