CWP
DFUS

Concord Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Concord Wealth Partners’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
2026
Q1 		$12.5M Sell
175,675
-548
-0.3% -$40.6K 1.62% 13
2025
Q4 		$13.1M Buy
176,223
+17,825
+11% +$1.31M 1.7% 12
2025
Q3 		$11.5M Buy
158,398
+9,485
+6% +$661K 1.58% 13
2025
Q2 		$9.98M Buy
148,913
+6,606
+5% +$409K 1.46% 15
2025
Q1 		$8.61M Sell
142,307
-15,602
-10% -$997K 1.41% 14
2024
Q4 		$10.1M Sell
157,909
-348
-0.2% -$22.3K 1.65% 15
2024
Q3 		$9.84M Buy
158,257
+4,601
+3% +$275K 1.64% 16
2024
Q2 		$9.04M Buy
153,656
+2,742
+2% +$156K 1.59% 16
2024
Q1 		$8.6M Buy
150,914
+9,540
+7% +$516K 1.55% 16
2023
Q4 		$7.33M Buy
141,374
+134,744
+2,032% +$6.52M 1.47% 18
2023
Q3 		$309K Buy
6,630
+4,144
+167% +$200K 0.07% 151
2023
Q2 		$120K Buy
2,486
+159
+7% +$7.23K 0.03% 252
2023
Q1 		$103K Buy
2,327
+1,436
+161% +$62.4K 0.03% 243
2022
Q4 		$37.1K Buy
+891
New +$37.3K 0.01% 419
2022
Q3 		– Sell
-829
Closed -$34K – 383
2022
Q2 		$34K Buy
+829
New +$36.7K 0.01% 431

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 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 $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return