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Concord Asset Management (Virginia)’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Concord Asset Management (Virginia)’s Portfolio DFSB Stock Details DFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,616
Closed -$661K – 141
2025
Q2 		$661K Buy
+12,616
New +$651K 0.1% 143

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QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
MWM
Momentous Wealth Management Vancouver, Washington $175M AUM 14.91% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

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

Concord Asset Management (Virginia) sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q3 2025, closing a stake of 12,616 shares — an estimated $661K sold.

Concord Asset Management (Virginia) first reported a position in DFSB in Q2 2025 and held it in 1 quarter. The position peaked at $661K in Q2 2025. 96 funds tracked by Wall St. Rank hold DFSB as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 12,616 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2025, an estimated $661K.
  • Concord Asset Management (Virginia) first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Dimensional Global Sustainability Fixed Income ETF position peaked at $661K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2025.

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