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Concord Asset Management (Virginia)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Concord Asset Management (Virginia)’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-141,439
Closed -$4.15M – 138
2025
Q2 		$4.15M Buy
+141,439
New +$3.89M 0.62% 32

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Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
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GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Concord Asset Management (Virginia) sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2025, closing a stake of 141,439 shares — an estimated $4.15M sold.

Concord Asset Management (Virginia) first reported a position in DFAX in Q2 2025 and held it in 1 quarter. The position peaked at $4.15M in Q2 2025. 605 funds tracked by Wall St. Rank hold DFAX as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 141,439 Dimensional World ex US Core Equity 2 ETF shares in Q3 2025, an estimated $4.15M.
  • Concord Asset Management (Virginia) first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Dimensional World ex US Core Equity 2 ETF position peaked at $4.15M in Q2 2025.
  • 605 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2025.

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