Heffernan Advisory’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Heffernan Advisory’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	$6.02M	Buy	117,800 +20,733	+21%	+$1.08M	4.05%	6
2026 Q2	$5.2M	Buy	97,067 +5,387	+6%	+$285K	4.35%	6
2026 Q1	$4.81M	Buy	91,680 +8,630	+10%	+$457K	4.46%	6
2025 Q4	$4.37M	Buy	+83,050	New	+$4.47M	4.18%	6

Other funds holding DFGX

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GWMT

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

SRB

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWIA

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

OFI

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Heffernan Advisory's DFGX Position: Q3 2026 in Review

Heffernan Advisory increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 21% in Q3 2026, buying an estimated $1.08M and bringing the position to 117,800 shares worth $6.02M. The position accounts for 4.05% of the portfolio, ranked #6.

Heffernan Advisory first reported a position in DFGX in Q4 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold DFGX as of Q3 2026.

Heffernan Advisory held 117,800 shares of Dimensional International Core Fixed Income ETF worth $6.02M as of Q3 2026.
Heffernan Advisory bought 20,733 Dimensional International Core Fixed Income ETF shares in Q3 2026, an estimated $1.08M.
Dimensional International Core Fixed Income ETF made up 4.05% of Heffernan Advisory's portfolio in Q3 2026, its #6 holding.
Heffernan Advisory first reported a position in Dimensional International Core Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
21 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.