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

Millstone Evans 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 		$145K Buy
2,703
+76
+3% +$4.03K 0.08% 191
2026
Q1 		$138K Sell
2,627
-48
-2% -$2.54K 0.08% 185
2025
Q4 		$141K Sell
2,675
-286
-10% -$15.4K 0.08% 185
2025
Q3 		$160K Sell
2,961
-892
-23% -$47.7K 0.1% 150
2025
Q2 		$206K Sell
3,853
-8,411
-69% -$444K 0.14% 121
2025
Q1 		$641K Buy
12,264
+643
+6% +$33.6K 0.43% 47
2024
Q4 		$608K Buy
+11,621
New +$622K 0.41% 49

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

Millstone Evans Group's DFGX Position: Q2 2026 in Review

Millstone Evans Group increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 2.9% in Q2 2026, buying an estimated $4.03K and bringing the position to 2,703 shares worth $145K. The position accounts for 0.08% of the portfolio, ranked #191.

Millstone Evans Group first reported a position in DFGX in Q4 2024 and has held it in 7 quarters since. The position peaked at $641K in Q1 2025. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • Millstone Evans Group held 2,703 shares of Dimensional International Core Fixed Income ETF worth $145K as of Q2 2026.
  • Millstone Evans Group bought 76 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $4.03K.
  • Dimensional International Core Fixed Income ETF made up 0.08% of Millstone Evans Group's portfolio in Q2 2026, its #191 holding.
  • Millstone Evans Group first reported a position in Dimensional International Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Dimensional International Core Fixed Income ETF position peaked at $641K in Q1 2025.
  • 181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.