Wealthspan Partners’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Wealthspan Partners’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	–	Sell	-4,783	Closed	-$252K	–	124
2025 Q4	$252K	Sell	4,783 -4,609	-49%	-$248K	0.09%	111
2025 Q3	$507K	Sell	9,392 -1,971	-17%	-$105K	0.19%	78
2025 Q2	$606K	Sell	11,363 -1,184	-9%	-$62.5K	0.25%	61
2025 Q1	$656K	Sell	12,547 -11,610	-48%	-$607K	0.3%	55
2024 Q4	$1.26M	Buy	24,157 +5,216	+28%	+$279K	0.6%	33
2024 Q3	$1.02M	Buy	+18,941	New	+$1.01M	0.51%	36

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

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 $382M AUM 19.08% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealthspan Partners's DFGX Position: Q1 2026 in Review

Wealthspan Partners sold out of Dimensional International Core Fixed Income ETF (DFGX) in Q1 2026, closing a stake of 4,783 shares — an estimated $252K sold.

Wealthspan Partners first reported a position in DFGX in Q3 2024 and held it in 6 quarters. The position peaked at $1.26M in Q4 2024. 164 funds tracked by Wall St. Rank hold DFGX as of Q1 2026.

Wealthspan Partners reported no remaining Dimensional International Core Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
Wealthspan Partners sold 4,783 Dimensional International Core Fixed Income ETF shares in Q1 2026, an estimated $252K.
Wealthspan Partners first reported a position in Dimensional International Core Fixed Income ETF in Q3 2024 and held it in 6 quarters.
Wealthspan Partners's Dimensional International Core Fixed Income ETF position peaked at $1.26M in Q4 2024.
164 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.