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Plancorp LLC’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Plancorp LLC’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 		$509K Buy
9,434
+107
+1% +$5.82K 0.01% 253
2026
Q1 		$506K Buy
9,327
+921
+11% +$50.1K 0.01% 226
2025
Q4 		$454K Buy
8,406
+268
+3% +$14.8K 0.01% 226
2025
Q3 		$452K Hold
8,138
– – 0.01% 237
2025
Q2 		$443K Buy
8,138
+5
+0.1% +$268 0.02% 240
2025
Q1 		$435K Buy
8,133
+3,770
+86% +$200K 0.02% 225
2024
Q4 		$230K Buy
+4,363
New +$236K 0.01% 290

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

Plancorp LLC's DFGP Position: Q2 2026 in Review

Plancorp LLC increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 1.1% in Q2 2026, buying an estimated $5.82K and bringing the position to 9,434 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #253.

Plancorp LLC first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Plancorp LLC held 9,434 shares of Dimensional Global Core Plus Fixed Income ETF worth $509K as of Q2 2026.
  • Plancorp LLC bought 107 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $5.82K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #253 holding.
  • Plancorp LLC first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.