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 Q3	$3.13M	Buy	60,297 +22,740	+61%	+$1.21M	0.34%	69
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

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

XY Planning Network's DFGP Position: Q3 2026 in Review

XY Planning Network increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 61% in Q3 2026, buying an estimated $1.21M and bringing the position to 60,297 shares worth $3.13M. The position accounts for 0.34% of the portfolio, ranked #69.

XY Planning Network first reported a position in DFGP in Q1 2025 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

XY Planning Network held 60,297 shares of Dimensional Global Core Plus Fixed Income ETF worth $3.13M as of Q3 2026.
XY Planning Network bought 22,740 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $1.21M.
Dimensional Global Core Plus Fixed Income ETF made up 0.34% of XY Planning Network's portfolio in Q3 2026, its #69 holding.
XY Planning Network first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.