Helen Stephens Group’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Helen Stephens Group’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	$233K	Buy	4,549 +28	+0.6%	+$1.46K	0.04%	122
2026 Q2	$242K	Buy	4,521 +236	+6%	+$12.5K	0.04%	124
2026 Q1	$225K	Buy	4,285 +136	+3%	+$7.2K	0.04%	113
2025 Q4	$218K	Buy	4,149 +44	+1%	+$2.37K	0.05%	112
2025 Q3	$222K	Hold	4,105	–	–	0.05%	104
2025 Q2	$219K	Hold	4,105	–	–	0.05%	87
2025 Q1	$214K	Buy	+4,105	New	+$215K	0.06%	82

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

Helen Stephens Group's DFGX Position: Q3 2026 in Review

Helen Stephens Group increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 0.62% in Q3 2026, buying an estimated $1.46K and bringing the position to 4,549 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #122.

Helen Stephens Group first reported a position in DFGX in Q1 2025 and has held it in 7 quarters since. The position peaked at $242K in Q2 2026. 157 funds tracked by Wall St. Rank hold DFGX as of Q3 2026.

Helen Stephens Group held 4,549 shares of Dimensional International Core Fixed Income ETF worth $233K as of Q3 2026.
Helen Stephens Group bought 28 Dimensional International Core Fixed Income ETF shares in Q3 2026, an estimated $1.46K.
Dimensional International Core Fixed Income ETF made up 0.04% of Helen Stephens Group's portfolio in Q3 2026, its #122 holding.
Helen Stephens Group first reported a position in Dimensional International Core Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
Helen Stephens Group's Dimensional International Core Fixed Income ETF position peaked at $242K in Q2 2026.
157 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.