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

SageOak Financial’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	$13.2M	Buy	246,732 +9,665	+4%	+$512K	8.6%	5
2026 Q1	$12.4M	Buy	237,067 +3,465	+1%	+$183K	8.74%	6
2025 Q4	$12.3M	Buy	233,602 +10,566	+5%	+$569K	8.9%	5
2025 Q3	$12M	Buy	223,036 +12,513	+6%	+$670K	8.85%	5
2025 Q2	$11.2M	Sell	210,523 -1,003	-0.5%	-$52.9K	8.99%	5
2025 Q1	$11.1M	Buy	211,526 +58,448	+38%	+$3.06M	9.8%	4
2024 Q4	$8.01M	Buy	+153,078	New	+$8.19M	7.32%	5

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

SageOak Financial's DFGX Position: Q2 2026 in Review

SageOak Financial increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 4.1% in Q2 2026, buying an estimated $512K and bringing the position to 246,732 shares worth $13.2M. The position accounts for 8.6% of the portfolio, ranked #5.

SageOak Financial first reported a position in DFGX in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

SageOak Financial held 246,732 shares of Dimensional International Core Fixed Income ETF worth $13.2M as of Q2 2026.
SageOak Financial bought 9,665 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $512K.
Dimensional International Core Fixed Income ETF made up 8.6% of SageOak Financial's portfolio in Q2 2026, its #5 holding.
SageOak Financial first reported a position in Dimensional International Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.