Simplicity Wealth’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Simplicity Wealth’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	$2.9M	Buy	54,083 +7,247	+15%	+$384K	0.1%	209
2026 Q1	$2.46M	Buy	46,836 +2,176	+5%	+$115K	0.14%	157
2025 Q4	$2.35M	Sell	44,660 -34,456	-44%	-$1.86M	0.14%	160
2025 Q3	$4.27M	Buy	+79,116	New	+$4.23M	0.25%	88
2025 Q2	–	Sell	-73,317	Closed	-$3.83M	–	606
2025 Q1	$3.83M	Buy	+73,317	New	+$3.83M	0.3%	75

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

Simplicity Wealth's DFGX Position: Q2 2026 in Review

Simplicity Wealth increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 15% in Q2 2026, buying an estimated $384K and bringing the position to 54,083 shares worth $2.9M. The position accounts for 0.1% of the portfolio, ranked #209.

Simplicity Wealth first reported a position in DFGX in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.27M in Q3 2025. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Simplicity Wealth held 54,083 shares of Dimensional International Core Fixed Income ETF worth $2.9M as of Q2 2026.
Simplicity Wealth bought 7,247 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $384K.
Dimensional International Core Fixed Income ETF made up 0.1% of Simplicity Wealth's portfolio in Q2 2026, its #209 holding.
Simplicity Wealth first reported a position in Dimensional International Core Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
Simplicity Wealth's Dimensional International Core Fixed Income ETF position peaked at $4.27M in Q3 2025.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.