CAMV
DFUS

Concord Asset Management (Virginia)’s Dimensional US Equity ETF DFUS Stock Holding History

Concord Asset Management (Virginia)’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-148,913
Closed -$9.98M – 143
2025
Q2 		$9.98M Buy
+148,913
New +$9.22M 1.5% 15

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

Concord Asset Management (Virginia) sold out of Dimensional US Equity ETF (DFUS) in Q3 2025, closing a stake of 148,913 shares — an estimated $9.98M sold.

Concord Asset Management (Virginia) first reported a position in DFUS in Q2 2025 and held it in 1 quarter. The position peaked at $9.98M in Q2 2025. 763 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Dimensional US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 148,913 Dimensional US Equity ETF shares in Q3 2025, an estimated $9.98M.
  • Concord Asset Management (Virginia) first reported a position in Dimensional US Equity ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Dimensional US Equity ETF position peaked at $9.98M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

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