AA Financial's DFGX Add Is a Reminder That U.S. Bonds Aren't the Whole Story

AA Financial Advisors, LLC acquired 147,515 shares of DFGX; estimated transaction value is $7.81 million based on quarterly average pricing Quarter-end position value of $7.74 million reflects new position in DFGX Transaction represented a 1.1% increase in 13F reportable AUM Post-trade stake: 147,515 shares valued at $7.74 million DFGX now represents 1.09% of fund AUM, which places it outside the fund's top five holdings

The Motley Fool • Apr 22, 2026

Wealth Manager Doubles Down on Fixed-Income ETF, With $10.3 Million Buy, According to Latest SEC Filing

Bought 195,309 shares; estimated trade size $10.34 million based on quarterly average pricing Quarter-end position value increased by $11.29 million, reflecting both trading and price movements Transaction value represented 0.15% of reportable AUM Post-trade holding: 2,130,939 shares valued at $113.17 million The position now accounts for 1.68% of Apella's 13F reportable AUM, which places it outside the fund's top five holdings

The Motley Fool • Apr 21, 2026

Vermillion Wealth Management Loads Up On Foreign Debt With a Purchase of DFGX Shares Worth $3.4 Million

Acquired 64,665 shares of DFGX; estimated trade size $3.42 million (based on quarterly average price) Quarter-end position value rose by $3.35 million, reflecting both trading and price movement Transaction represented a 1.34% change in 13F AUM Post-trade stake: 311,681 shares valued at $16.35 million DFGX now accounts for 6.42% of Vermillion's 13F assets, placing it inside the fund's top five holdings

The Motley Fool • Apr 18, 2026

Market Street Expands Its DFGX Holdings in $3.5 Million Buy

Purchased 65,514 shares of Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF; estimated trade value $3.47 million (quarterly average pricing). Quarter-end position value increased by $3.32 million, reflecting both additional shares and price changes.

The Motley Fool • Apr 13, 2026

Liberty Wealth Buys $19 Million of Dimensional Global Ex US Core Fixed Income ETF

Acquired 367,041 shares, with the estimated trade value at $19 million (based on quarterly average pricing). DFGX represents 2.5% of Libery Wealth's 13F assets, placing it outside the fund's top five holdings.

The Motley Fool • Feb 19, 2026

Apella Capital Bets $17 Million on Dimensional's Active Edge in Foreign Fixed Income ETF

On Friday, Connecticut-based advisory Apella Capital disclosed a buy of approximately $17.2 million in the Dimensional Global ex US Core Fixed Income ETF (DFGX 0.14%), according to a new SEC filing.

The Motley Fool • Oct 20, 2025

This Week in ETFs: Dimensional Adds 3 Bond Funds

The ETF industry made a strong showing during the past week, with 16 new funds making their debuts and several funds closing. Gotham, Qraft, the Bahnsen Group, Simplify, First Trust, Global X, Avantis and Janus Henderson all rolled out new ETFs.

ETF Trends • Nov 10, 2023