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 Q3	$843K	Buy	16,484 +11,530	+233%	+$602K	0.35%	23
2026 Q2	$266K	Sell	4,954 -113	-2%	-$5.98K	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 $7.88B AUM 10.78% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return

Ironwood Wealth Management (Arizona) Chandler, Arizona $463M AUM 6.51% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $1.27B AUM 14.86% 1-Year Est. Return

United Wealth Management Charlottesville, Virginia $378M AUM 10.8% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Grand Wealth Management's DFGX Position: Q3 2026 in Review

Grand Wealth Management increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 233% in Q3 2026, buying an estimated $602K and bringing the position to 16,484 shares worth $843K. The position accounts for 0.35% of the portfolio, ranked #23.

Grand Wealth Management first reported a position in DFGX in Q4 2024 and has held it in 8 quarters since. 170 funds tracked by Wall St. Rank hold DFGX as of Q3 2026.

Grand Wealth Management held 16,484 shares of Dimensional International Core Fixed Income ETF worth $843K as of Q3 2026.
Grand Wealth Management bought 11,530 Dimensional International Core Fixed Income ETF shares in Q3 2026, an estimated $602K.
Dimensional International Core Fixed Income ETF made up 0.35% of Grand Wealth Management's portfolio in Q3 2026, its #23 holding.
Grand Wealth Management first reported a position in Dimensional International Core Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
170 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q3 2026.

Based on Grand Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.