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 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 $7.08B AUM 17.38% 1-Year Est. Return

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

United Wealth Management Charlottesville, Virginia $402M AUM 15.19% 1-Year Est. Return

Private Wealth Management Group Princeton, New Jersey $381M AUM 19.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return