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XY Planning Network’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

XY Planning Network’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
Q3 		$329K Buy
6,436
+163
+3% +$8.51K 0.04% 308
2026
Q2 		$336K Buy
6,273
+251
+4% +$13.3K 0.04% 277
2026
Q1 		$317K Buy
6,022
+993
+20% +$52.6K 0.05% 227
2025
Q4 		$265K Buy
+5,029
New +$271K 0.05% 232

Other funds holding DFGX

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
SRB
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

XY Planning Network's DFGX Position: Q3 2026 in Review

XY Planning Network increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 2.6% in Q3 2026, buying an estimated $8.51K and bringing the position to 6,436 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #308.

XY Planning Network first reported a position in DFGX in Q4 2025 and has held it in 4 quarters since. The position peaked at $336K in Q2 2026. 21 funds tracked by Wall St. Rank hold DFGX as of Q3 2026.

  • XY Planning Network held 6,436 shares of Dimensional International Core Fixed Income ETF worth $329K as of Q3 2026.
  • XY Planning Network bought 163 Dimensional International Core Fixed Income ETF shares in Q3 2026, an estimated $8.51K.
  • Dimensional International Core Fixed Income ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #308 holding.
  • XY Planning Network first reported a position in Dimensional International Core Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's Dimensional International Core Fixed Income ETF position peaked at $336K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.