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

Sowell Financial Services’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	$2.85M	Buy	53,213 +3,025	+6%	+$160K	0.09%	234
2026 Q1	$2.63M	Buy	50,188 +3,323	+7%	+$176K	0.1%	222
2025 Q4	$2.47M	Buy	46,865 +8,653	+23%	+$466K	0.09%	232
2025 Q3	$2.06M	Buy	38,212 +10,403	+37%	+$557K	0.08%	267
2025 Q2	$1.48M	Buy	27,809 +1,762	+7%	+$93K	0.06%	327
2025 Q1	$1.36M	Buy	26,047 +1,287	+5%	+$67.3K	0.06%	312
2024 Q4	$1.3M	Buy	24,760 +4,451	+22%	+$238K	0.07%	274
2024 Q3	$1.1M	Buy	+20,309	New	+$1.09M	0.05%	327

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

Sowell Financial Services's DFGX Position: Q2 2026 in Review

Sowell Financial Services increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 6% in Q2 2026, buying an estimated $160K and bringing the position to 53,213 shares worth $2.85M. The position accounts for 0.09% of the portfolio, ranked #234.

Sowell Financial Services first reported a position in DFGX in Q3 2024 and has held it in 8 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Sowell Financial Services held 53,213 shares of Dimensional International Core Fixed Income ETF worth $2.85M as of Q2 2026.
Sowell Financial Services bought 3,025 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $160K.
Dimensional International Core Fixed Income ETF made up 0.09% of Sowell Financial Services's portfolio in Q2 2026, its #234 holding.
Sowell Financial Services first reported a position in Dimensional International Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.