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 Q2	$281K	Buy	5,160 +59	+1%	+$3.21K	0.03%	191
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 $7.79B AUM 20.38% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

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

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

Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

IAS

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

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

Concord Wealth Partners increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 1.2% in Q2 2026, buying an estimated $3.21K and bringing the position to 5,160 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #191.

Concord Wealth Partners first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

Concord Wealth Partners held 5,160 shares of Dimensional Global Core Plus Fixed Income ETF worth $281K as of Q2 2026.
Concord Wealth Partners bought 59 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $3.21K.
Dimensional Global Core Plus Fixed Income ETF made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #191 holding.
Concord Wealth Partners first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

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