Note Advisors’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Note Advisors’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	$3.69M	Buy	68,806 +7,376	+12%	+$391K	1.6%	13
2026 Q1	$3.22M	Buy	61,430 +2,993	+5%	+$158K	1.61%	14
2025 Q4	$3.08M	Buy	58,437 +32,929	+129%	+$1.77M	1.58%	13
2025 Q3	$1.38M	Buy	25,508 +2,074	+9%	+$111K	0.82%	25
2025 Q2	$1.25M	Buy	23,434 +3,547	+18%	+$187K	0.86%	26
2025 Q1	$1.04M	Buy	19,887 +2,817	+17%	+$147K	0.86%	29
2024 Q4	$893K	Buy	+17,070	New	+$913K	0.79%	33

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

Note Advisors's DFGX Position: Q2 2026 in Review

Note Advisors increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 12% in Q2 2026, buying an estimated $391K and bringing the position to 68,806 shares worth $3.69M. The position accounts for 1.6% of the portfolio, ranked #13.

Note Advisors first reported a position in DFGX in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Note Advisors held 68,806 shares of Dimensional International Core Fixed Income ETF worth $3.69M as of Q2 2026.
Note Advisors bought 7,376 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $391K.
Dimensional International Core Fixed Income ETF made up 1.6% of Note Advisors's portfolio in Q2 2026, its #13 holding.
Note Advisors first reported a position in Dimensional International Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Note Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.