LAM Group’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

LAM 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	$547K	Sell	10,205 -2,460	-19%	-$130K	0.27%	63
2026 Q1	$664K	Sell	12,665 -1,465	-10%	-$77.6K	0.37%	57
2025 Q4	$744K	Sell	14,130 -3,790	-21%	-$204K	0.43%	56
2025 Q3	$967K	Sell	17,920 -1,090	-6%	-$58.3K	0.6%	40
2025 Q2	$1.01M	Sell	19,010 -22,115	-54%	-$1.17M	0.68%	38
2025 Q1	$2.15M	Sell	41,125 -22,355	-35%	-$1.17M	1.58%	22
2024 Q4	$3.32M	Buy	63,480 +16,035	+34%	+$858K	2.37%	16
2024 Q3	$2.57M	Buy	47,445 +21,535	+83%	+$1.15M	1.82%	21
2024 Q2	$1.36M	Buy	25,910 +2,745	+12%	+$144K	1.15%	25
2024 Q1	$1.23M	Buy	23,165 +22,410	+2,968%	+$1.18M	1%	29
2023 Q4	$39.8K	Buy	+755	New	+$39K	0.04%	72

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

LAM Group's DFGX Position: Q2 2026 in Review

LAM Group reduced its Dimensional International Core Fixed Income ETF (DFGX) stake by 19% in Q2 2026, selling an estimated $130K and leaving 10,205 shares worth $547K. The position accounts for 0.27% of the portfolio, ranked #63.

LAM Group first reported a position in DFGX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.32M in Q4 2024. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

LAM Group held 10,205 shares of Dimensional International Core Fixed Income ETF worth $547K as of Q2 2026.
LAM Group sold 2,460 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $130K.
Dimensional International Core Fixed Income ETF made up 0.27% of LAM Group's portfolio in Q2 2026, its #63 holding.
LAM Group first reported a position in Dimensional International Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
LAM Group's Dimensional International Core Fixed Income ETF position peaked at $3.32M in Q4 2024.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.