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RCS Financial Planning’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

RCS Financial Planning’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
2025
Q1 		– Sell
-7,365
Closed -$385K – 77
2024
Q4 		$385K Buy
7,365
+353
+5% +$18.9K 0.21% 61
2024
Q3 		$379K Sell
7,012
-1,438
-17% -$76.9K 0.21% 55
2024
Q2 		$444K Sell
8,450
-1,373
-14% -$72.1K 0.26% 50
2024
Q1 		$521K Buy
+9,823
New +$516K 0.32% 48

Other funds holding DFGX

PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $402M AUM 15.19% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

RCS Financial Planning's DFGX Position: Q1 2025 in Review

RCS Financial Planning sold out of Dimensional International Core Fixed Income ETF (DFGX) in Q1 2025, closing a stake of 7,365 shares — an estimated $385K sold.

RCS Financial Planning first reported a position in DFGX in Q1 2024 and held it in 4 quarters. The position peaked at $521K in Q1 2024. 92 funds tracked by Wall St. Rank hold DFGX as of Q1 2025.

  • RCS Financial Planning reported no remaining Dimensional International Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • RCS Financial Planning sold 7,365 Dimensional International Core Fixed Income ETF shares in Q1 2025, an estimated $385K.
  • RCS Financial Planning first reported a position in Dimensional International Core Fixed Income ETF in Q1 2024 and held it in 4 quarters.
  • RCS Financial Planning's Dimensional International Core Fixed Income ETF position peaked at $521K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q1 2025.

Based on RCS Financial Planning's 13F filing for Q1 2025, filed 25 Apr 2025.