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Concord Asset Management (Virginia)’s Dimensional US Small Cap ETF DFAS Stock Holding History

Concord Asset Management (Virginia)’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-31,550
Closed -$2.01M – 136
2025
Q2 		$2.01M Buy
+31,550
New +$1.89M 0.3% 82

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Concord Asset Management (Virginia)'s DFAS Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2025, closing a stake of 31,550 shares — an estimated $2.01M sold.

Concord Asset Management (Virginia) first reported a position in DFAS in Q2 2025 and held it in 1 quarter. The position peaked at $2.01M in Q2 2025. 785 funds tracked by Wall St. Rank hold DFAS as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Dimensional US Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 31,550 Dimensional US Small Cap ETF shares in Q3 2025, an estimated $2.01M.
  • Concord Asset Management (Virginia) first reported a position in Dimensional US Small Cap ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Dimensional US Small Cap ETF position peaked at $2.01M in Q2 2025.
  • 785 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.