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Concord Asset Management (Virginia)’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Concord Asset Management (Virginia)’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
2025
Q3 		– Sell
-182,459
Closed -$7.71M – 139
2025
Q2 		$7.71M Buy
+182,459
New +$7.61M 1.16% 23

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TLFA
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SC
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GWWM
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HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return

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

Concord Asset Management (Virginia) sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2025, closing a stake of 182,459 shares — an estimated $7.71M sold.

Concord Asset Management (Virginia) first reported a position in DFCF in Q2 2025 and held it in 1 quarter. The position peaked at $7.71M in Q2 2025. 408 funds tracked by Wall St. Rank hold DFCF as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 182,459 Dimensional Core Fixed Income ETF shares in Q3 2025, an estimated $7.71M.
  • Concord Asset Management (Virginia) first reported a position in Dimensional Core Fixed Income ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Dimensional Core Fixed Income ETF position peaked at $7.71M in Q2 2025.
  • 408 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2025.

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