YWM
DFGX icon

Yardley Wealth Management’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Yardley Wealth Management’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 		$13.6M Buy
252,993
+20,131
+9% +$1.07M 6.16% 5
2026
Q1 		$12.2M Buy
232,862
+23,175
+11% +$1.23M 6.26% 5
2025
Q4 		$11M Buy
209,687
+21,655
+12% +$1.17M 5.87% 6
2025
Q3 		$10.1M Sell
188,032
-4,888
-3% -$262K 5.67% 5
2025
Q2 		$10.3M Buy
192,920
+6,222
+3% +$328K 5.63% 6
2025
Q1 		$9.76M Sell
186,698
-32,556
-15% -$1.7M 5.75% 6
2024
Q4 		$11.5M Buy
219,254
+39,318
+22% +$2.1M 5.6% 5
2024
Q3 		$9.74M Buy
+179,936
New +$9.62M 5.77% 6

Other funds holding DFGX

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
EC
Eaton-Cambridge Phoenix, Arizona $356M AUM 17.52% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
SRB
Shotwell Rutter Baer Lansing, Michigan $182M AUM 17.21% 1-Year Est. Return

Yardley Wealth Management's DFGX Position: Q2 2026 in Review

Yardley Wealth Management increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 8.6% in Q2 2026, buying an estimated $1.07M and bringing the position to 252,993 shares worth $13.6M. The position accounts for 6.16% of the portfolio, ranked #5.

Yardley Wealth Management first reported a position in DFGX in Q3 2024 and has held it in 8 quarters since. 50 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • Yardley Wealth Management held 252,993 shares of Dimensional International Core Fixed Income ETF worth $13.6M as of Q2 2026.
  • Yardley Wealth Management bought 20,131 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $1.07M.
  • Dimensional International Core Fixed Income ETF made up 6.16% of Yardley Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Yardley Wealth Management first reported a position in Dimensional International Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 50 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.