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Private Wealth Management Group’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Private Wealth Management Group’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 		$34.1M Buy
635,640
+16,339
+3% +$865K 7.9% 3
2026
Q1 		$32.5M Buy
619,301
+34,807
+6% +$1.84M 8.53% 2
2025
Q4 		$30.8M Buy
584,494
+40,994
+8% +$2.21M 8.22% 2
2025
Q3 		$29.3M Buy
+543,500
New +$29.1M 8.07% 2

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 $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
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Private Wealth Management Group's DFGX Position: Q2 2026 in Review

Private Wealth Management Group increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 2.6% in Q2 2026, buying an estimated $865K and bringing the position to 635,640 shares worth $34.1M. The position accounts for 7.9% of the portfolio, ranked #3.

Private Wealth Management Group first reported a position in DFGX in Q3 2025 and has held it in 4 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • Private Wealth Management Group held 635,640 shares of Dimensional International Core Fixed Income ETF worth $34.1M as of Q2 2026.
  • Private Wealth Management Group bought 16,339 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $865K.
  • Dimensional International Core Fixed Income ETF made up 7.9% of Private Wealth Management Group's portfolio in Q2 2026, its #3 holding.
  • Private Wealth Management Group first reported a position in Dimensional International Core Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.