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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 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. 510 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.
510 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.