CWP
DFGP icon

Concord Wealth Partners’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Concord Wealth Partners’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
Q1 		$275K Hold
5,101
– – 0.04% 172
2025
Q4 		$276K Buy
5,101
+1,589
+45% +$87.5K 0.04% 170
2025
Q3 		$195K Hold
3,512
– – 0.03% 194
2025
Q2 		$191K Sell
3,512
-54
-2% -$2.89K 0.03% 204
2025
Q1 		$191K Buy
3,566
+4
+0.1% +$213 0.03% 195
2024
Q4 		$188K Buy
+3,562
New +$193K 0.03% 200

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

Concord Wealth Partners's DFGP Position: Q1 2026 in Review

Concord Wealth Partners held its Dimensional Global Core Plus Fixed Income ETF (DFGP) position steady in Q1 2026 at 5,101 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #172.

Concord Wealth Partners first reported a position in DFGP in Q4 2024 and has held it in 6 quarters since. The position peaked at $276K in Q4 2025. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Concord Wealth Partners held 5,101 shares of Dimensional Global Core Plus Fixed Income ETF worth $275K as of Q1 2026.
  • Concord Wealth Partners left its Dimensional Global Core Plus Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.04% of Concord Wealth Partners's portfolio in Q1 2026, its #172 holding.
  • Concord Wealth Partners first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Concord Wealth Partners's Dimensional Global Core Plus Fixed Income ETF position peaked at $276K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.