Integrated Wealth Concepts
DFGX icon

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 		$479K Sell
8,942
-69
-0.8% -$3.65K ﹤0.01% 1671
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
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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 10.22% 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 22.9% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its Dimensional International Core Fixed Income ETF (DFGX) stake by 0.77% in Q2 2026, selling an estimated $3.65K and leaving 8,942 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Integrated Wealth Concepts first reported a position in DFGX in Q3 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • Integrated Wealth Concepts held 8,942 shares of Dimensional International Core Fixed Income ETF worth $479K as of Q2 2026.
  • Integrated Wealth Concepts sold 69 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $3.65K.
  • Dimensional International Core Fixed Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1671 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.
  • 182 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.