Porter White Investment Advisors’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Porter White Investment 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	$4.21M	Buy	78,642 +1,735	+2%	+$91.9K	1.62%	13
2026 Q1	$4.03M	Buy	76,907 +3,241	+4%	+$172K	1.62%	13
2025 Q4	$3.88M	Buy	73,666 +11,503	+19%	+$620K	1.59%	13
2025 Q3	$3.35M	Buy	62,163 +21,805	+54%	+$1.17M	1.44%	13
2025 Q2	$2.15M	Buy	40,358 +6,678	+20%	+$352K	1%	15
2025 Q1	$1.76M	Buy	33,680 +18,995	+129%	+$994K	0.87%	17
2024 Q4	$768K	Buy	14,685 +5,207	+55%	+$279K	0.39%	24
2024 Q3	$513K	Buy	9,478 +1,144	+14%	+$61.2K	0.26%	26
2024 Q2	$438K	Buy	8,334 +753	+10%	+$39.5K	0.23%	27
2024 Q1	$402K	Buy	+7,581	New	+$398K	0.21%	27

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Porter White Investment Advisors's DFGX Position: Q2 2026 in Review

Porter White Investment Advisors increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 2.3% in Q2 2026, buying an estimated $91.9K and bringing the position to 78,642 shares worth $4.21M. The position accounts for 1.62% of the portfolio, ranked #13.

Porter White Investment Advisors first reported a position in DFGX in Q1 2024 and has held it in 10 quarters since. 119 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Porter White Investment Advisors held 78,642 shares of Dimensional International Core Fixed Income ETF worth $4.21M as of Q2 2026.
Porter White Investment Advisors bought 1,735 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $91.9K.
Dimensional International Core Fixed Income ETF made up 1.62% of Porter White Investment Advisors's portfolio in Q2 2026, its #13 holding.
Porter White Investment Advisors first reported a position in Dimensional International Core Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
119 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.