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 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 $7.08B 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

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

Prosperity Capital Advisors's DFGX Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 9.5% in Q2 2026, buying an estimated $868K and bringing the position to 188,565 shares worth $10.1M. The position accounts for 0.5% of the portfolio, ranked #38.

Prosperity Capital Advisors first reported a position in DFGX in Q3 2024 and has held it in 8 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Prosperity Capital Advisors held 188,565 shares of Dimensional International Core Fixed Income ETF worth $10.1M as of Q2 2026.
Prosperity Capital Advisors bought 16,387 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $868K.
Dimensional International Core Fixed Income ETF made up 0.5% of Prosperity Capital Advisors's portfolio in Q2 2026, its #38 holding.
Prosperity Capital Advisors first reported a position in Dimensional International Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.