Integrated Wealth Concepts’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Integrated Wealth Concepts’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	$941K	Buy	17,566 +8,555	+95%	+$453K	﹤0.01%	1373
2026 Q1	$473K	Buy	9,011 +150	+2%	+$7.94K	﹤0.01%	1571
2025 Q4	$466K	Buy	8,861 +199	+2%	+$10.7K	0.01%	1131
2025 Q3	$467K	Buy	+8,662	New	+$464K	﹤0.01%	1383

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWMT

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

Integrated Wealth Concepts's DFGX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 95% in Q2 2026, buying an estimated $453K and bringing the position to 17,566 shares worth $941K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Integrated Wealth Concepts first reported a position in DFGX in Q3 2025 and has held it in 4 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Integrated Wealth Concepts held 17,566 shares of Dimensional International Core Fixed Income ETF worth $941K as of Q2 2026.
Integrated Wealth Concepts bought 8,555 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $453K.
Dimensional International Core Fixed Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1373 holding.
Integrated Wealth Concepts first reported a position in Dimensional International Core Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.