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W.H. Cornerstone Investments’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

W.H. Cornerstone Investments’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
Q1 		$2.47M Sell
47,120
-45,666
-49% -$2.42M 1.55% 16
2025
Q4 		$4.88M Buy
92,786
+8,351
+10% +$450K 2.94% 10
2025
Q3 		$4.56M Buy
84,435
+19,499
+30% +$1.04M 2.78% 10
2025
Q2 		$3.46M Buy
+64,936
New +$3.43M 2.2% 12

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
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

W.H. Cornerstone Investments's DFGX Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its Dimensional International Core Fixed Income ETF (DFGX) stake by 49% in Q1 2026, selling an estimated $2.42M and leaving 47,120 shares worth $2.47M. The position accounts for 1.55% of the portfolio, ranked #16.

W.H. Cornerstone Investments first reported a position in DFGX in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.88M in Q4 2025. 163 funds tracked by Wall St. Rank hold DFGX as of Q1 2026.

  • W.H. Cornerstone Investments held 47,120 shares of Dimensional International Core Fixed Income ETF worth $2.47M as of Q1 2026.
  • W.H. Cornerstone Investments sold 45,666 Dimensional International Core Fixed Income ETF shares in Q1 2026, an estimated $2.42M.
  • Dimensional International Core Fixed Income ETF made up 1.55% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #16 holding.
  • W.H. Cornerstone Investments first reported a position in Dimensional International Core Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • W.H. Cornerstone Investments's Dimensional International Core Fixed Income ETF position peaked at $4.88M in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.