XY Planning Network’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

XY Planning Network’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	$2.05M	Buy	37,557 +543	+1%	+$29.6K	0.26%	90
2026 Q1	$2M	Buy	37,014 +1,246	+3%	+$67.8K	0.32%	75
2025 Q4	$1.93M	Buy	35,768 +10,504	+42%	+$578K	0.34%	76
2025 Q3	$1.38M	Hold	25,264	–	–	0.47%	57
2025 Q2	$1.38M	Buy	25,264 +3,749	+17%	+$201K	0.47%	57
2025 Q1	$1.15M	Buy	+21,515	New	+$1.14M	0.77%	40

Other funds holding DFGP

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

WAN

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

UWM

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

OFI

Outbound Financial Inc Boulder, Colorado $154M AUM 16.38% 1-Year Est. Return

XY Planning Network's DFGP Position: Q2 2026 in Review

XY Planning Network increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 1.5% in Q2 2026, buying an estimated $29.6K and bringing the position to 37,557 shares worth $2.05M. The position accounts for 0.26% of the portfolio, ranked #90.

XY Planning Network first reported a position in DFGP in Q1 2025 and has held it in 6 quarters since. 56 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

XY Planning Network held 37,557 shares of Dimensional Global Core Plus Fixed Income ETF worth $2.05M as of Q2 2026.
XY Planning Network bought 543 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $29.6K.
Dimensional Global Core Plus Fixed Income ETF made up 0.26% of XY Planning Network's portfolio in Q2 2026, its #90 holding.
XY Planning Network first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
56 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.