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 Q3	$14M	Buy	273,971 +9,067	+3%	+$473K	7.79%	3
2026 Q2	$14.2M	Buy	264,904 +1,946	+0.7%	+$103K	7.79%	3
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Shotwell Rutter Baer's DFGX Position: Q3 2026 in Review

Shotwell Rutter Baer increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 3.4% in Q3 2026, buying an estimated $473K and bringing the position to 273,971 shares worth $14M. The position accounts for 7.79% of the portfolio, ranked #3.

Shotwell Rutter Baer first reported a position in DFGX in Q2 2025 and has held it in 6 quarters since. The position peaked at $14.2M in Q2 2026. 32 funds tracked by Wall St. Rank hold DFGX as of Q3 2026.

Shotwell Rutter Baer held 273,971 shares of Dimensional International Core Fixed Income ETF worth $14M as of Q3 2026.
Shotwell Rutter Baer bought 9,067 Dimensional International Core Fixed Income ETF shares in Q3 2026, an estimated $473K.
Dimensional International Core Fixed Income ETF made up 7.79% of Shotwell Rutter Baer's portfolio in Q3 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 6 quarters since.
Shotwell Rutter Baer's Dimensional International Core Fixed Income ETF position peaked at $14.2M in Q2 2026.
32 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.