HP
DFGP icon

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

Holistic 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
Q2 		$686K Buy
12,600
+4,524
+56% +$246K 0.11% 171
2026
Q1 		$436K Buy
+8,076
New +$439K 0.09% 200

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Holistic Planning's DFGP Position: Q2 2026 in Review

Holistic Planning increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 56% in Q2 2026, buying an estimated $246K and bringing the position to 12,600 shares worth $686K. The position accounts for 0.11% of the portfolio, ranked #171.

Holistic Planning first reported a position in DFGP in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Holistic Planning held 12,600 shares of Dimensional Global Core Plus Fixed Income ETF worth $686K as of Q2 2026.
  • Holistic Planning bought 4,524 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $246K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.11% of Holistic Planning's portfolio in Q2 2026, its #171 holding.
  • Holistic Planning first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.