UWM
DFGX icon

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

United Wealth Management’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 		$36.2M Buy
676,064
+15,657
+2% +$829K 8.15% 3
2026
Q1 		$34.6M Buy
660,407
+29,529
+5% +$1.56M 8.61% 3
2025
Q4 		$33.2M Buy
630,878
+47,567
+8% +$2.56M 8.59% 3
2025
Q3 		$31.5M Buy
583,311
+5,371
+0.9% +$287K 8.56% 2
2025
Q2 		$30.8M Sell
577,940
-13,279
-2% -$701K 8.95% 2
2025
Q1 		$30.9M Buy
591,219
+14,419
+2% +$754K 9.67% 2
2024
Q4 		$30.2M Buy
+576,800
New +$30.9M 10.17% 2

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 $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
PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

United Wealth Management's DFGX Position: Q2 2026 in Review

United Wealth Management increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 2.4% in Q2 2026, buying an estimated $829K and bringing the position to 676,064 shares worth $36.2M. The position accounts for 8.15% of the portfolio, ranked #3.

United Wealth Management first reported a position in DFGX in Q4 2024 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • United Wealth Management held 676,064 shares of Dimensional International Core Fixed Income ETF worth $36.2M as of Q2 2026.
  • United Wealth Management bought 15,657 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $829K.
  • Dimensional International Core Fixed Income ETF made up 8.15% of United Wealth Management's portfolio in Q2 2026, its #3 holding.
  • United Wealth Management first reported a position in Dimensional International Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 125 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.