CAMV
DFSD

Concord Asset Management (Virginia)’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Concord Asset Management (Virginia)’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-210,743
Closed -$10.1M – 142
2025
Q2 		$10.1M Buy
+210,743
New +$10M 1.52% 14

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Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Concord Asset Management (Virginia) sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2025, closing a stake of 210,743 shares — an estimated $10.1M sold.

Concord Asset Management (Virginia) first reported a position in DFSD in Q2 2025 and held it in 1 quarter. The position peaked at $10.1M in Q2 2025. 364 funds tracked by Wall St. Rank hold DFSD as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 210,743 Dimensional Short-Duration Fixed Income ETF shares in Q3 2025, an estimated $10.1M.
  • Concord Asset Management (Virginia) first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Dimensional Short-Duration Fixed Income ETF position peaked at $10.1M in Q2 2025.
  • 364 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2025.

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