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Concord Asset Management (Virginia)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Concord Asset Management (Virginia)’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-54,416
Closed -$2.31M – 137
2025
Q2 		$2.31M Buy
+54,416
New +$2.13M 0.35% 73

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

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

Concord Asset Management (Virginia) sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2025, closing a stake of 54,416 shares — an estimated $2.31M sold.

Concord Asset Management (Virginia) first reported a position in DFAU in Q2 2025 and held it in 1 quarter. The position peaked at $2.31M in Q2 2025. 509 funds tracked by Wall St. Rank hold DFAU as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 54,416 Dimensional US Core Equity Market ETF shares in Q3 2025, an estimated $2.31M.
  • Concord Asset Management (Virginia) first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Dimensional US Core Equity Market ETF position peaked at $2.31M in Q2 2025.
  • 509 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2025.

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