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Planning Center Inc’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Planning Center Inc’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 		$85.5M Buy
1,595,524
+42,955
+3% +$2.28M 8.07% 4
2026
Q1 		$81.4M Buy
1,552,569
+76,771
+5% +$4.06M 8.25% 4
2025
Q4 		$77.7M Buy
1,475,798
+161,746
+12% +$8.71M 7.93% 4
2025
Q3 		$70.9M Buy
1,314,052
+47,356
+4% +$2.53M 7.44% 5
2025
Q2 		$67.6M Buy
1,266,696
+31,320
+3% +$1.65M 7.47% 5
2025
Q1 		$64.5M Buy
1,235,376
+55,988
+5% +$2.93M 7.64% 5
2024
Q4 		$61.7M Buy
1,179,388
+23,327
+2% +$1.25M 7.83% 5
2024
Q3 		$62.6M Buy
1,156,061
+9,245
+0.8% +$494K 7.71% 5
2024
Q2 		$60.2M Buy
+1,146,816
New +$60.2M 7.87% 5

Other funds holding DFGX

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
EC
Eaton-Cambridge Phoenix, Arizona $356M AUM 17.52% 1-Year Est. Return

Planning Center Inc's DFGX Position: Q2 2026 in Review

Planning Center Inc increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 2.8% in Q2 2026, buying an estimated $2.28M and bringing the position to 1,595,524 shares worth $85.5M. The position accounts for 8.07% of the portfolio, ranked #4.

Planning Center Inc first reported a position in DFGX in Q2 2024 and has held it in 9 quarters since. 92 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • Planning Center Inc held 1,595,524 shares of Dimensional International Core Fixed Income ETF worth $85.5M as of Q2 2026.
  • Planning Center Inc bought 42,955 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $2.28M.
  • Dimensional International Core Fixed Income ETF made up 8.07% of Planning Center Inc's portfolio in Q2 2026, its #4 holding.
  • Planning Center Inc first reported a position in Dimensional International Core Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 92 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.