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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
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

AC
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Heffernan Advisory's DFGX Position: Q2 2026 in Review

Heffernan Advisory increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 5.9% in Q2 2026, buying an estimated $285K and bringing the position to 97,067 shares worth $5.2M. The position accounts for 4.35% of the portfolio, ranked #6.

Heffernan Advisory first reported a position in DFGX in Q4 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • Heffernan Advisory held 97,067 shares of Dimensional International Core Fixed Income ETF worth $5.2M as of Q2 2026.
  • Heffernan Advisory bought 5,387 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $285K.
  • Dimensional International Core Fixed Income ETF made up 4.35% of Heffernan Advisory's portfolio in Q2 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 3 quarters since.
  • 181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.