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 Q2	$1.58M	Sell	29,480 -17,640	-37%	-$934K	0.89%	20
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

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

W.H. Cornerstone Investments's DFGX Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its Dimensional International Core Fixed Income ETF (DFGX) stake by 37% in Q2 2026, selling an estimated $934K and leaving 29,480 shares worth $1.58M. The position accounts for 0.89% of the portfolio, ranked #20.

W.H. Cornerstone Investments first reported a position in DFGX in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.88M in Q4 2025. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

W.H. Cornerstone Investments held 29,480 shares of Dimensional International Core Fixed Income ETF worth $1.58M as of Q2 2026.
W.H. Cornerstone Investments sold 17,640 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $934K.
Dimensional International Core Fixed Income ETF made up 0.89% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #20 holding.
W.H. Cornerstone Investments first reported a position in Dimensional International Core Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
W.H. Cornerstone Investments's Dimensional International Core Fixed Income ETF position peaked at $4.88M in Q4 2025.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.