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Concord Wealth Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Concord Wealth Partners’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.43M Buy
34,166
+2,674
+8% +$196K 0.32% 81
2025
Q4 		$2.19M Sell
31,492
-106
-0.3% -$7.31K 0.29% 84
2025
Q3 		$2.16M Buy
31,598
+48
+0.2% +$3.2K 0.3% 81
2025
Q2 		$2.01M Sell
31,550
-341
-1% -$20.4K 0.29% 82
2025
Q1 		$1.91M Sell
31,891
-2,501
-7% -$161K 0.31% 75
2024
Q4 		$2.24M Sell
34,392
-879
-2% -$58.8K 0.37% 67
2024
Q3 		$2.29M Buy
35,271
+237
+0.7% +$14.8K 0.38% 59
2024
Q2 		$2.1M Buy
35,034
+1,884
+6% +$113K 0.37% 62
2024
Q1 		$2.07M Buy
33,150
+3,097
+10% +$183K 0.37% 65
2023
Q4 		$1.79M Buy
30,053
+25,689
+589% +$1.38M 0.36% 61
2023
Q3 		$229K Buy
4,364
+203
+5% +$11.2K 0.05% 185
2023
Q2 		$228K Buy
4,161
+530
+15% +$27.6K 0.05% 183
2023
Q1 		$191K Sell
3,631
-276
-7% -$14.9K 0.05% 170
2022
Q4 		$200K Buy
+3,907
New +$201K 0.06% 163
2022
Q3 		– Sell
-2,095
Closed -$101K – 380
2022
Q2 		$101K Buy
+2,095
New +$109K 0.03% 262
2022
Q1 		– Sell
-1,468
Closed -$88K – 1303
2021
Q4 		$88K Buy
+1,468
New +$88.7K 0.02% 332

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Concord Wealth Partners's DFAS Position: Q1 2026 in Review

Concord Wealth Partners increased its Dimensional US Small Cap ETF (DFAS) stake by 8.5% in Q1 2026, buying an estimated $196K and bringing the position to 34,166 shares worth $2.43M. The position accounts for 0.32% of the portfolio, ranked #81.

Concord Wealth Partners first reported a position in DFAS in Q4 2021 and has held it in 16 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Concord Wealth Partners held 34,166 shares of Dimensional US Small Cap ETF worth $2.43M as of Q1 2026.
  • Concord Wealth Partners bought 2,674 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $196K.
  • Dimensional US Small Cap ETF made up 0.32% of Concord Wealth Partners's portfolio in Q1 2026, its #81 holding.
  • Concord Wealth Partners first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.