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Concorde Asset Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Concorde Asset Management’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
Q1 		$214K Sell
5,071
-634
-11% -$27.1K 0.11% 183
2025
Q4 		$243K Sell
5,705
-233
-4% -$9.98K 0.1% 195
2025
Q3 		$255K Buy
+5,938
New +$252K 0.11% 186
2025
Q1 		$270K Buy
6,490
+140
+2% +$5.83K 0.15% 127
2024
Q4 		$262K Sell
6,350
-65
-1% -$2.74K 0.14% 142
2024
Q3 		$277K Sell
6,415
-1,119
-15% -$47.7K 0.16% 125
2024
Q2 		$313K Buy
+7,534
New +$312K 0.19% 96
2024
Q1 		– Sell
-6,500
Closed -$276K – 143
2023
Q4 		$276K Buy
6,500
+219
+3% +$8.96K 0.19% 113
2023
Q3 		$254K Sell
6,281
-131
-2% -$5.4K 0.23% 109
2023
Q2 		$268K Buy
+6,412
New +$271K 0.25% 85
2023
Q1 		– Sell
-4,947
Closed -$205K – 90
2022
Q4 		$205K Buy
+4,947
New +$205K 0.18% 127

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Concorde Asset Management's DFCF Position: Q1 2026 in Review

Concorde Asset Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 11% in Q1 2026, selling an estimated $27.1K and leaving 5,071 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #183.

Concorde Asset Management first reported a position in DFCF in Q4 2022 and has held it in 11 quarters since. The position peaked at $313K in Q2 2024. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Concorde Asset Management held 5,071 shares of Dimensional Core Fixed Income ETF worth $214K as of Q1 2026.
  • Concorde Asset Management sold 634 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $27.1K.
  • Dimensional Core Fixed Income ETF made up 0.11% of Concorde Asset Management's portfolio in Q1 2026, its #183 holding.
  • Concorde Asset Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 11 quarters since.
  • Concorde Asset Management's Dimensional Core Fixed Income ETF position peaked at $313K in Q2 2024.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.