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

Concord Wealth Partners’s Portfolio DFGX Stock Details DFGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$151K	Buy	+2,810	New	+$149K	0.02%	247
2026 Q1	–	Sell	-2,200	Closed	-$116K	–	331
2025 Q4	$116K	Buy	2,200 +613	+39%	+$33K	0.02%	242
2025 Q3	$85.7K	Hold	1,587	–	–	0.01%	272
2025 Q2	$84.7K	Hold	1,587	–	–	0.01%	285
2025 Q1	$82.9K	Buy	+1,587	New	+$83K	0.01%	263

Other funds holding DFGX

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

UWM

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

HIGP

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

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

Concord Wealth Partners opened a new position in Dimensional International Core Fixed Income ETF (DFGX) in Q2 2026: 2,810 shares worth $151K. The stake represents 0.02% of the portfolio and ranks #247 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DFGX as recently as Q4 2025.

Concord Wealth Partners first reported a position in DFGX in Q1 2025 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Concord Wealth Partners held 2,810 shares of Dimensional International Core Fixed Income ETF worth $151K as of Q2 2026.
Dimensional International Core Fixed Income ETF was a new Concord Wealth Partners position in Q2 2026.
Dimensional International Core Fixed Income ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #247 holding.
Concord Wealth Partners first reported a position in Dimensional International Core Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

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