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Phillips Financial Management’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Phillips Financial 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
2025
Q2 		– Sell
-1,385
Closed -$72.4K – 281
2025
Q1 		$72.4K Hold
1,385
– – 0.01% 206
2024
Q4 		$72.5K Hold
1,385
– – 0.01% 204
2024
Q3 		$74.9K Sell
1,385
-5,985
-81% -$320K 0.01% 211
2024
Q2 		$387K Hold
7,370
– – 0.03% 143
2024
Q1 		$391K Buy
+7,370
New +$387K 0.03% 139

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
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 $402M AUM 15.19% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Phillips Financial Management's DFGX Position: Q2 2025 in Review

Phillips Financial Management sold out of Dimensional International Core Fixed Income ETF (DFGX) in Q2 2025, closing a stake of 1,385 shares — an estimated $72.4K sold.

Phillips Financial Management first reported a position in DFGX in Q1 2024 and held it in 5 quarters. The position peaked at $391K in Q1 2024. 101 funds tracked by Wall St. Rank hold DFGX as of Q2 2025.

  • Phillips Financial Management reported no remaining Dimensional International Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Phillips Financial Management sold 1,385 Dimensional International Core Fixed Income ETF shares in Q2 2025, an estimated $72.4K.
  • Phillips Financial Management first reported a position in Dimensional International Core Fixed Income ETF in Q1 2024 and held it in 5 quarters.
  • Phillips Financial Management's Dimensional International Core Fixed Income ETF position peaked at $391K in Q1 2024.
  • 101 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2025.

Based on Phillips Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.