Prosperity Capital Advisors’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Prosperity Capital 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 Q3	$10.2M	Buy	198,896 +10,331	+5%	+$539K	0.5%	36
2026 Q2	$10.1M	Buy	188,565 +16,387	+10%	+$868K	0.5%	38
2026 Q1	$9.03M	Buy	172,178 +14,917	+9%	+$790K	0.51%	38
2025 Q4	$8.28M	Sell	157,261 -9,639	-6%	-$519K	0.5%	40
2025 Q3	$9.01M	Buy	166,900 +6,827	+4%	+$365K	0.52%	42
2025 Q2	$8.54M	Buy	160,073 +4,090	+3%	+$216K	0.56%	42
2025 Q1	$8.18M	Buy	155,983 +6,763	+5%	+$354K	0.65%	33
2024 Q4	$7.81M	Buy	149,220 +58,444	+64%	+$3.13M	0.63%	33
2024 Q3	$4.91M	Buy	+90,776	New	+$4.85M	0.42%	45

Other funds holding DFGX

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CWD

Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Prosperity Capital Advisors's DFGX Position: Q3 2026 in Review

Prosperity Capital Advisors increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 5.5% in Q3 2026, buying an estimated $539K and bringing the position to 198,896 shares worth $10.2M. The position accounts for 0.5% of the portfolio, ranked #36.

Prosperity Capital Advisors first reported a position in DFGX in Q3 2024 and has held it in 9 quarters since. 55 funds tracked by Wall St. Rank hold DFGX as of Q3 2026.

Prosperity Capital Advisors held 198,896 shares of Dimensional International Core Fixed Income ETF worth $10.2M as of Q3 2026.
Prosperity Capital Advisors bought 10,331 Dimensional International Core Fixed Income ETF shares in Q3 2026, an estimated $539K.
Dimensional International Core Fixed Income ETF made up 0.5% of Prosperity Capital Advisors's portfolio in Q3 2026, its #36 holding.
Prosperity Capital Advisors first reported a position in Dimensional International Core Fixed Income ETF in Q3 2024 and has held it in 9 quarters since.
55 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.