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DFCF icon

Plan Group Financial’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Plan Group Financial’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$858K Sell
20,336
-5,349
-21% -$226K 0.18% 101
2026
Q1 		$1.08M Sell
25,685
-15,022
-37% -$641K 0.25% 86
2025
Q4 		$1.73M Sell
40,707
-24,449
-38% -$1.05M 0.45% 68
2025
Q3 		$2.79M Sell
65,156
-32,201
-33% -$1.37M 0.75% 43
2025
Q2 		$4.11M Sell
97,357
-38,131
-28% -$1.59M 1.35% 17
2025
Q1 		$5.7M Buy
135,488
+13,373
+11% +$557K 2.03% 14
2024
Q4 		$5.04M Buy
122,115
+2,517
+2% +$106K 2.66% 12
2024
Q3 		$5.17M Buy
119,598
+9,166
+8% +$391K 2.73% 12
2024
Q2 		$4.59M Buy
110,432
+8,244
+8% +$342K 2.81% 12
2024
Q1 		$4.29M Buy
102,188
+13,343
+15% +$560K 2.81% 13
2023
Q4 		$3.77M Sell
88,845
-61,239
-41% -$2.5M 3.31% 14
2023
Q3 		$6.06M Sell
150,084
-109,874
-42% -$4.53M 4.36% 10
2023
Q2 		$10.8M Buy
+259,958
New +$11M 9% 3

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Plan Group Financial's DFCF Position: Q2 2026 in Review

Plan Group Financial reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 21% in Q2 2026, selling an estimated $226K and leaving 20,336 shares worth $858K. The position accounts for 0.18% of the portfolio, ranked #101.

Plan Group Financial first reported a position in DFCF in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.8M in Q2 2023. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Plan Group Financial held 20,336 shares of Dimensional Core Fixed Income ETF worth $858K as of Q2 2026.
  • Plan Group Financial sold 5,349 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $226K.
  • Dimensional Core Fixed Income ETF made up 0.18% of Plan Group Financial's portfolio in Q2 2026, its #101 holding.
  • Plan Group Financial first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Plan Group Financial's Dimensional Core Fixed Income ETF position peaked at $10.8M in Q2 2023.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.