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 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 $7.08B 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

PWMG

Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

MWM

Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

Helen Stephens Group's DFGX Position: Q2 2026 in Review

Helen Stephens Group increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 5.5% in Q2 2026, buying an estimated $12.5K and bringing the position to 4,521 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #124.

Helen Stephens Group first reported a position in DFGX in Q1 2025 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Helen Stephens Group held 4,521 shares of Dimensional International Core Fixed Income ETF worth $242K as of Q2 2026.
Helen Stephens Group bought 236 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $12.5K.
Dimensional International Core Fixed Income ETF made up 0.04% of Helen Stephens Group's portfolio in Q2 2026, its #124 holding.
Helen Stephens Group first reported a position in Dimensional International Core Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
92 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.