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Concord Asset Management (Virginia)’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Concord Asset Management (Virginia)’s Portfolio DUSB Stock Details DUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-68,703
Closed -$3.49M – 145
2025
Q2 		$3.49M Buy
+68,703
New +$3.49M 0.52% 41

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

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

Concord Asset Management (Virginia) sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q3 2025, closing a stake of 68,703 shares — an estimated $3.49M sold.

Concord Asset Management (Virginia) first reported a position in DUSB in Q2 2025 and held it in 1 quarter. The position peaked at $3.49M in Q2 2025. 140 funds tracked by Wall St. Rank hold DUSB as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 68,703 Dimensional Ultrashort Fixed Income ETF shares in Q3 2025, an estimated $3.49M.
  • Concord Asset Management (Virginia) first reported a position in Dimensional Ultrashort Fixed Income ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Dimensional Ultrashort Fixed Income ETF position peaked at $3.49M in Q2 2025.
  • 140 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2025.

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