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 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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Plan Group Financial's DFCF Position: Q1 2026 in Review

Plan Group Financial reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 37% in Q1 2026, selling an estimated $641K and leaving 25,685 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #86.

Plan Group Financial first reported a position in DFCF in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.8M in Q2 2023. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Plan Group Financial held 25,685 shares of Dimensional Core Fixed Income ETF worth $1.08M as of Q1 2026.
Plan Group Financial sold 15,022 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $641K.
Dimensional Core Fixed Income ETF made up 0.25% of Plan Group Financial's portfolio in Q1 2026, its #86 holding.
Plan Group Financial first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 12 quarters since.
Plan Group Financial's Dimensional Core Fixed Income ETF position peaked at $10.8M in Q2 2023.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.