Concord Wealth Partners Dimensional ETF Tr Transaction History

Concord Wealth Partners

$710 Million
Q3 2025

A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Concord Wealth Partners holds 8,760 shares of DFAE stock, worth $284,700. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,760

Previous 8,276 5.85%

Holding current value

$284,700

Previous $239,000 15.48%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$28.84 - $31.84 $13,958 - $15,410	484 Added 5.85%	8,760 $276,000
Q2 2025 Jul 25, 2025	BUY	$22.87 - $28.95 $140,902 - $178,360	6,161 Added 291.3%	8,276 $239,000
Q1 2025 May 02, 2025	BUY	$24.64 - $26.86 $98 - $107	4 Added 0.19%	2,115 $54,000
Q4 2024 Jan 23, 2025	BUY	$25.36 - $28.15 $304 - $337	12 Added 0.57%	2,111 $53,000
Q3 2024 Oct 24, 2024	BUY	$24.46 - $27.82 $489 - $556	20 Added 0.96%	2,099 $57,000

Q2 2024 Jul 31, 2024	BUY	$24.03 - $26.3 $49,958 - $54,677	2,079 New	2,079 $53,000
Q2 2022 Aug 04, 2022	BUY	$22.9 - $27.06 $412 - $487	18 Added 0.55%	3,272 $76,000
Q1 2022 Apr 20, 2022	BUY	$24.29 - $28.31 $29,803 - $34,736	1,227 Added 60.53%	3,254 $85,000
Q4 2021 Jan 21, 2022	BUY	$26.45 - $28.31 $53,614 - $57,384	2,027 New	2,027 $55,000

Others Institutions Holding DFAE

# of Institutions

633

Shares Held

186M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Concord Wealth Partners Dimensional ETF Tr Transaction History