KWM
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KFG Wealth Management’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

KFG Wealth Management’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
2025
Q2 		– Sell
-4,460
Closed -$233K – 202
2025
Q1 		$233K Sell
4,460
-835
-16% -$43.7K 0.04% 171
2024
Q4 		$277K Sell
5,295
-586
-10% -$31.3K 0.05% 157
2024
Q3 		$318K Buy
5,881
+879
+18% +$47K 0.07% 136
2024
Q2 		$263K Buy
5,002
+915
+22% +$48K 0.1% 134
2024
Q1 		$217K Buy
+4,087
New +$215K 0.09% 152

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 $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $402M AUM 15.19% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

KFG Wealth Management's DFGX Position: Q2 2025 in Review

KFG Wealth Management sold out of Dimensional International Core Fixed Income ETF (DFGX) in Q2 2025, closing a stake of 4,460 shares — an estimated $233K sold.

KFG Wealth Management first reported a position in DFGX in Q1 2024 and held it in 5 quarters. The position peaked at $318K in Q3 2024. 101 funds tracked by Wall St. Rank hold DFGX as of Q2 2025.

  • KFG Wealth Management reported no remaining Dimensional International Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • KFG Wealth Management sold 4,460 Dimensional International Core Fixed Income ETF shares in Q2 2025, an estimated $233K.
  • KFG Wealth Management first reported a position in Dimensional International Core Fixed Income ETF in Q1 2024 and held it in 5 quarters.
  • KFG Wealth Management's Dimensional International Core Fixed Income ETF position peaked at $318K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2025.

Based on KFG Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.