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

Mattern 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	$20.6M	Buy	384,379 +16,083	+4%	+$852K	3.38%	9
2026 Q1	$19.3M	Buy	368,296 +18,396	+5%	+$974K	3.77%	6
2025 Q4	$18.4M	Buy	349,900 +36,175	+12%	+$1.95M	3.55%	9
2025 Q3	$16.9M	Buy	313,725 +8,215	+3%	+$440K	3.38%	9
2025 Q2	$16.3M	Buy	305,510 +3,663	+1%	+$193K	3.39%	8
2025 Q1	$15.8M	Buy	301,847 +20,613	+7%	+$1.08M	3.49%	7
2024 Q4	$14.7M	Buy	281,234 +12,399	+5%	+$663K	3.25%	8
2024 Q3	$14.5M	Buy	268,835 +176,090	+190%	+$9.42M	3.2%	7
2024 Q2	$4.87M	Buy	92,745 +17,156	+23%	+$900K	1.17%	20
2024 Q1	$4.01M	Buy	75,589 +68,234	+928%	+$3.58M	0.97%	27
2023 Q4	$388K	Buy	+7,355	New	+$380K	0.1%	123

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

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

Mattern Wealth Management increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 4.4% in Q2 2026, buying an estimated $852K and bringing the position to 384,379 shares worth $20.6M. The position accounts for 3.38% of the portfolio, ranked #9.

Mattern Wealth Management first reported a position in DFGX in Q4 2023 and has held it in 11 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Mattern Wealth Management held 384,379 shares of Dimensional International Core Fixed Income ETF worth $20.6M as of Q2 2026.
Mattern Wealth Management bought 16,083 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $852K.
Dimensional International Core Fixed Income ETF made up 3.38% of Mattern Wealth Management's portfolio in Q2 2026, its #9 holding.
Mattern Wealth Management first reported a position in Dimensional International Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.