Beacon Financial Planning
DGRO icon

Beacon Financial Planning’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Beacon Financial Planning’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.95M Buy
39,128
+5,965
+18% +$466K 1% 24
2026
Q2 		$2.51M Buy
33,163
+1,757
+6% +$130K 0.85% 25
2026
Q1 		$2.2M Buy
31,406
+10,129
+48% +$726K 0.85% 27
2025
Q4 		$1.48M Buy
21,277
+1,809
+9% +$124K 0.71% 28
2025
Q3 		$1.33M Buy
19,468
+1,452
+8% +$96K 0.69% 26
2025
Q2 		$1.15M Buy
18,016
+5,185
+40% +$316K 0.64% 28
2025
Q1 		$793K Buy
12,831
+7,746
+152% +$485K 0.46% 33
2024
Q4 		$312K Buy
+5,085
New +$321K 0.18% 42

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Beacon Financial Planning's DGRO Position: Q3 2026 in Review

Beacon Financial Planning increased its iShares Core Dividend Growth ETF (DGRO) stake by 18% in Q3 2026, buying an estimated $466K and bringing the position to 39,128 shares worth $2.95M. The position accounts for 1% of the portfolio, ranked #24.

Beacon Financial Planning first reported a position in DGRO in Q4 2024 and has held it in 8 quarters since. 1,236 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Beacon Financial Planning held 39,128 shares of iShares Core Dividend Growth ETF worth $2.95M as of Q3 2026.
  • Beacon Financial Planning bought 5,965 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $466K.
  • iShares Core Dividend Growth ETF made up 1% of Beacon Financial Planning's portfolio in Q3 2026, its #24 holding.
  • Beacon Financial Planning first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,236 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.