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

RCS Financial 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
2025
Q4 		– Sell
-4,196
Closed -$233K – 91
2025
Q3 		$233K Buy
4,196
+90
+2% +$4.94K 0.1% 86
2025
Q2 		$224K Sell
4,106
-59
-1% -$3.16K 0.11% 79
2025
Q1 		$223K Sell
4,165
-655
-14% -$34.8K 0.12% 75
2024
Q4 		$255K Buy
+4,820
New +$261K 0.14% 71

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
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

RCS Financial Planning's DFGP Position: Q4 2025 in Review

RCS Financial Planning sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q4 2025, closing a stake of 4,196 shares — an estimated $233K sold.

RCS Financial Planning first reported a position in DFGP in Q4 2024 and held it in 4 quarters. The position peaked at $255K in Q4 2024. 164 funds tracked by Wall St. Rank hold DFGP as of Q4 2025.

  • RCS Financial Planning reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • RCS Financial Planning sold 4,196 Dimensional Global Core Plus Fixed Income ETF shares in Q4 2025, an estimated $233K.
  • RCS Financial Planning first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and held it in 4 quarters.
  • RCS Financial Planning's Dimensional Global Core Plus Fixed Income ETF position peaked at $255K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q4 2025.

Based on RCS Financial Planning's 13F filing for Q4 2025, filed 15 Jan 2026.