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Shotwell Rutter Baer’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Shotwell Rutter Baer’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 		$13.8M Buy
262,958
+9,536
+4% +$505K 8.1% 3
2025
Q4 		$13.4M Buy
253,422
+19,501
+8% +$1.05M 8.05% 3
2025
Q3 		$12.6M Buy
233,921
+6,663
+3% +$357K 8.16% 3
2025
Q2 		$12.1M Buy
+227,258
New +$12M 8.25% 3

Other funds holding DFGX

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $402M AUM 15.19% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $381M AUM 19.19% 1-Year Est. Return
SC
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

Shotwell Rutter Baer's DFGX Position: Q1 2026 in Review

Shotwell Rutter Baer increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 3.8% in Q1 2026, buying an estimated $505K and bringing the position to 262,958 shares worth $13.8M. The position accounts for 8.1% of the portfolio, ranked #3.

Shotwell Rutter Baer first reported a position in DFGX in Q2 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold DFGX as of Q1 2026.

  • Shotwell Rutter Baer held 262,958 shares of Dimensional International Core Fixed Income ETF worth $13.8M as of Q1 2026.
  • Shotwell Rutter Baer bought 9,536 Dimensional International Core Fixed Income ETF shares in Q1 2026, an estimated $505K.
  • Dimensional International Core Fixed Income ETF made up 8.1% of Shotwell Rutter Baer's portfolio in Q1 2026, its #3 holding.
  • Shotwell Rutter Baer first reported a position in Dimensional International Core Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 163 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.