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Concurrent Investment Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Concurrent Investment Advisors’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 		$1.06M Buy
25,102
+2,337
+10% +$98.8K 0.01% 980
2026
Q1 		$961K Buy
+22,765
New +$971K 0.01% 894

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

Concurrent Investment Advisors's DFCF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 10% in Q2 2026, buying an estimated $98.8K and bringing the position to 25,102 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #980.

Concurrent Investment Advisors first reported a position in DFCF in Q1 2026 and has held it in 2 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Concurrent Investment Advisors held 25,102 shares of Dimensional Core Fixed Income ETF worth $1.06M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,337 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $98.8K.
  • Dimensional Core Fixed Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #980 holding.
  • Concurrent Investment Advisors first reported a position in Dimensional Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.