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HHM Wealth Advisors’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

HHM Wealth Advisors’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
Q1 		– Sell
-294
Closed -$15.5K – 888
2025
Q4 		$15.5K Hold
294
– – ﹤0.01% 538
2025
Q3 		$15.9K Buy
+294
New +$15.7K ﹤0.01% 550

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
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $382M AUM 19.08% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HHM Wealth Advisors's DFGX Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Dimensional International Core Fixed Income ETF (DFGX) in Q1 2026, closing a stake of 294 shares — an estimated $15.5K sold.

HHM Wealth Advisors first reported a position in DFGX in Q3 2025 and held it in 2 quarters. The position peaked at $15.9K in Q3 2025. 164 funds tracked by Wall St. Rank hold DFGX as of Q1 2026.

  • HHM Wealth Advisors reported no remaining Dimensional International Core Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 294 Dimensional International Core Fixed Income ETF shares in Q1 2026, an estimated $15.5K.
  • HHM Wealth Advisors first reported a position in Dimensional International Core Fixed Income ETF in Q3 2025 and held it in 2 quarters.
  • HHM Wealth Advisors's Dimensional International Core Fixed Income ETF position peaked at $15.9K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.