Vested Financial Planning’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Vested Financial Planning’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	$2.29M	Buy	42,647 +643	+2%	+$34.1K	1.54%	12
2026 Q1	$2.2M	Buy	42,004 +1,635	+4%	+$86.6K	1.68%	11
2025 Q4	$2.12M	Buy	40,369 +1,600	+4%	+$86.2K	1.64%	11
2025 Q3	$2.09M	Buy	38,769 +2,690	+7%	+$144K	1.7%	11
2025 Q2	$1.93M	Sell	36,079 -7,253	-17%	-$383K	1.71%	11
2025 Q1	$2.26M	Buy	43,332 +44	+0.1%	+$2.3K	2.26%	10
2024 Q4	$2.26M	Buy	+43,288	New	+$2.32M	2.15%	10

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

Vested Financial Planning's DFGX Position: Q2 2026 in Review

Vested Financial Planning increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 1.5% in Q2 2026, buying an estimated $34.1K and bringing the position to 42,647 shares worth $2.29M. The position accounts for 1.54% of the portfolio, ranked #12.

Vested Financial Planning first reported a position in DFGX in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Vested Financial Planning held 42,647 shares of Dimensional International Core Fixed Income ETF worth $2.29M as of Q2 2026.
Vested Financial Planning bought 643 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $34.1K.
Dimensional International Core Fixed Income ETF made up 1.54% of Vested Financial Planning's portfolio in Q2 2026, its #12 holding.
Vested Financial Planning first reported a position in Dimensional International Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Vested Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.