Concord Asset Management, Llc/Va Dimensional ETF Tr Transaction History
Concord Asset Management, Llc/Va
- $551 Billion
- Q3 2025
A detailed history of Concord Asset Management, Llc/Va transactions in Dimensional ETF Tr stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 6,660 shares of DFAI stock, worth $247,019. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,660
Previous 43,195
84.58%
Holding current value
$247,019
Previous $1.49 Billion
83.79%
% of portfolio
0.04%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio