LWM
DFGX icon

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

Liberty 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
2026
Q2 		$20.3M Hold
387,348
– – 2.54% 11
2026
Q1 		$20.3M Buy
387,348
+20,307
+6% +$1.08M 2.54% 11
2025
Q4 		$19.3M Buy
+367,041
New +$19.8M 2.49% 11

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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Liberty Wealth Management's DFGX Position: Q2 2026 in Review

Liberty Wealth Management held its Dimensional International Core Fixed Income ETF (DFGX) position steady in Q2 2026 at 387,348 shares worth $20.3M. The position accounts for 2.54% of the portfolio, ranked #11.

Liberty Wealth Management first reported a position in DFGX in Q4 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • Liberty Wealth Management held 387,348 shares of Dimensional International Core Fixed Income ETF worth $20.3M as of Q2 2026.
  • Liberty Wealth Management left its Dimensional International Core Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional International Core Fixed Income ETF made up 2.54% of Liberty Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Liberty Wealth Management first reported a position in Dimensional International Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.