Elser Financial Planning
DFGP icon

Elser Financial Planning’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Elser Financial Planning’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$53M Buy
+1,020,921
New +$54.4M 2.32% 6

Other funds holding DFGP

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elser Financial Planning's DFGP Position: Q3 2026 in Review

Elser Financial Planning opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q3 2026: 1,020,921 shares worth $53M. The stake represents 2.32% of the portfolio and ranks #6 among its holdings.

34 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

  • Elser Financial Planning held 1,020,921 shares of Dimensional Global Core Plus Fixed Income ETF worth $53M as of Q3 2026.
  • Dimensional Global Core Plus Fixed Income ETF was a new Elser Financial Planning position in Q3 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up 2.32% of Elser Financial Planning's portfolio in Q3 2026, its #6 holding.
  • 34 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Elser Financial Planning's 13F filing for Q3 2026, filed 16 Oct 2026.