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

Concurrent Investment Advisors’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	$360K	Buy	6,724 +613	+10%	+$32.5K	﹤0.01%	1584
2026 Q1	$321K	Buy	+6,111	New	+$324K	﹤0.01%	1457

Other funds holding DFGX

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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 10.22% 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 22.9% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 10% in Q2 2026, buying an estimated $32.5K and bringing the position to 6,724 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Concurrent Investment Advisors first reported a position in DFGX in Q1 2026 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

Concurrent Investment Advisors held 6,724 shares of Dimensional International Core Fixed Income ETF worth $360K as of Q2 2026.
Concurrent Investment Advisors bought 613 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $32.5K.
Dimensional International Core Fixed Income ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1584 holding.
Concurrent Investment Advisors first reported a position in Dimensional International Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
182 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

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