OPS
DFGX icon

Orion Portfolio Solutions’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$3.07M Buy
58,738
+5,066
+9% +$265K 0.03% 519
2024
Q4 		$2.81M Buy
53,672
+11,691
+28% +$625K 0.03% 540
2024
Q3 		$2.27M Sell
41,981
-1,102
-3% -$58.9K 0.02% 632
2024
Q2 		$2.26M Buy
43,083
+8,726
+25% +$458K 0.02% 596
2024
Q1 		$1.82M Sell
34,357
-2,392
-7% -$126K 0.02% 701
2023
Q4 		$1.92M Buy
+36,749
New +$1.9M 0.02% 647

Other funds holding DFGX

PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Orion Portfolio Solutions's DFGX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 9.4% in Q1 2025, buying an estimated $265K and bringing the position to 58,738 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #519.

Orion Portfolio Solutions first reported a position in DFGX in Q4 2023 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold DFGX as of Q1 2025.

  • Orion Portfolio Solutions held 58,738 shares of Dimensional International Core Fixed Income ETF worth $3.07M as of Q1 2025.
  • Orion Portfolio Solutions bought 5,066 Dimensional International Core Fixed Income ETF shares in Q1 2025, an estimated $265K.
  • Dimensional International Core Fixed Income ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #519 holding.
  • Orion Portfolio Solutions first reported a position in Dimensional International Core Fixed Income ETF in Q4 2023 and has held it in 6 quarters since.
  • 92 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.