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

Grand 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	$266K	Sell	4,954 -113	-2%	-$5.99K	0.11%	42
2026 Q1	$266K	Buy	5,067 +516	+11%	+$27.3K	0.13%	38
2025 Q4	$240K	Hold	4,551	–	–	0.11%	38
2025 Q3	$246K	Hold	4,551	–	–	0.12%	39
2025 Q2	$243K	Buy	4,551 +194	+4%	+$10.2K	0.12%	38
2025 Q1	$228K	Buy	4,357 +3,830	+727%	+$200K	0.13%	34
2024 Q4	$27.6K	Buy	+527	New	+$28.2K	0.02%	49

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

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

Grand Wealth Management reduced its Dimensional International Core Fixed Income ETF (DFGX) stake by 2.2% in Q2 2026, selling an estimated $5.99K and leaving 4,954 shares worth $266K. The position accounts for 0.11% of the portfolio, ranked #42.

Grand Wealth Management first reported a position in DFGX in Q4 2024 and has held it in 7 quarters since. The position peaked at $266K in Q1 2026. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Grand Wealth Management held 4,954 shares of Dimensional International Core Fixed Income ETF worth $266K as of Q2 2026.
Grand Wealth Management sold 113 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $5.99K.
Dimensional International Core Fixed Income ETF made up 0.11% of Grand Wealth Management's portfolio in Q2 2026, its #42 holding.
Grand Wealth Management first reported a position in Dimensional International Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Grand Wealth Management's Dimensional International Core Fixed Income ETF position peaked at $266K in Q1 2026.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.