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Concord Wealth Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Concord Wealth Partners’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 		$11.9M Sell
281,934
-2,492
-0.9% -$105K 1.36% 16
2026
Q1 		$12M Buy
284,426
+9,994
+4% +$426K 1.56% 14
2025
Q4 		$11.7M Buy
274,432
+79,695
+41% +$3.41M 1.52% 14
2025
Q3 		$8.33M Buy
194,737
+12,278
+7% +$521K 1.15% 22
2025
Q2 		$7.71M Buy
182,459
+7,574
+4% +$316K 1.12% 23
2025
Q1 		$7.36M Sell
174,885
-31,024
-15% -$1.29M 1.21% 20
2024
Q4 		$8.5M Buy
205,909
+26,233
+15% +$1.1M 1.39% 18
2024
Q3 		$7.76M Buy
179,676
+17,846
+11% +$761K 1.29% 20
2024
Q2 		$6.72M Sell
161,830
-6,007
-4% -$249K 1.19% 21
2024
Q1 		$7.04M Buy
167,837
+2,729
+2% +$115K 1.27% 19
2023
Q4 		$7M Buy
165,108
+165,107
+16,510,700% +$6.75M 1.4% 20
2023
Q3 		$35 Hold
1
– – ﹤0.01% 1022
2023
Q2 		$36 Hold
1
– – ﹤0.01% 1027
2023
Q1 		$36 Sell
1
-2
-67% -$85 ﹤0.01% 976
2022
Q4 		$118 Buy
+3
New +$124 ﹤0.01% 1221

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Concord Wealth Partners's DFCF Position: Q2 2026 in Review

Concord Wealth Partners reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 0.88% in Q2 2026, selling an estimated $105K and leaving 281,934 shares worth $11.9M. The position accounts for 1.36% of the portfolio, ranked #16.

Concord Wealth Partners first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. The position peaked at $12M in Q1 2026. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Concord Wealth Partners held 281,934 shares of Dimensional Core Fixed Income ETF worth $11.9M as of Q2 2026.
  • Concord Wealth Partners sold 2,492 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $105K.
  • Dimensional Core Fixed Income ETF made up 1.36% of Concord Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Concord Wealth Partners first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Concord Wealth Partners's Dimensional Core Fixed Income ETF position peaked at $12M in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.