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DFGX icon

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
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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $402M AUM 15.19% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $381M AUM 19.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Note Advisors's DFGX Position: Q1 2026 in Review

Note Advisors increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 5.1% in Q1 2026, buying an estimated $158K and bringing the position to 61,430 shares worth $3.22M. The position accounts for 1.61% of the portfolio, ranked #14.

Note Advisors first reported a position in DFGX in Q4 2024 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold DFGX as of Q1 2026.

  • Note Advisors held 61,430 shares of Dimensional International Core Fixed Income ETF worth $3.22M as of Q1 2026.
  • Note Advisors bought 2,993 Dimensional International Core Fixed Income ETF shares in Q1 2026, an estimated $158K.
  • Dimensional International Core Fixed Income ETF made up 1.61% of Note Advisors's portfolio in Q1 2026, its #14 holding.
  • Note Advisors first reported a position in Dimensional International Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.