Concord Wealth Partners Dimensional ETF Tr Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Concord Wealth Partners holds 14,588 shares of DFAU stock, worth $557,699. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,588
Previous 14,534 0.37%
Holding current value
$557,699
Previous $576,000 2.43%
% of portfolio
0.1%
Previous 0.1%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$39.27 - $42.38 $2,120 - $2,288
54 Added 0.37%
14,588 $590,000
Q3 2024

Oct 24, 2024
BUY
$35.8 - $39.69 $1,467 - $1,627
41 Added 0.28%
14,534 $576,000
Q2 2024

Jul 31, 2024
BUY
$34.53 - $37.67 $448,993 - $489,823
13,003 Added 872.68%
14,493 $543,000
Q1 2024

Apr 30, 2024
BUY
$32.59 - $36.54 $97 - $109
3 Added 0.2%
1,490 $54,000
Q4 2023

Apr 30, 2024
BUY
$28.58 - $33.37 $171 - $200
6 Added 0.41%
1,487 $49,000
Q4 2023

Feb 05, 2024
BUY
$28.58 - $33.37 $171 - $200
6 Added 0.41%
1,487 $49,000
Q3 2023

Apr 30, 2024
SELL
$29.79 - $32.13 $178 - $192
-6 Reduced 0.4%
1,481 $44,000
Q3 2023

Oct 25, 2023
BUY
$29.79 - $32.13 $148 - $160
5 Added 0.34%
1,481 $44,000
Q2 2023

Aug 07, 2023
SELL
$28.25 - $30.99 $1,271 - $1,394
-45 Reduced 2.96%
1,476 $45,000
Q1 2023

Apr 26, 2023
SELL
$26.87 - $29.65 $32,244 - $35,580
-1,200 Reduced 44.1%
1,521 $43,000
Q4 2022

Jan 27, 2023
SELL
$25.24 - $28.83 $156,740 - $179,034
-6,210 Reduced 69.53%
2,721 $73,000
Q3 2022

Nov 10, 2022
BUY
$25.15 - $30.14 $37,272 - $44,667
1,482 Added 19.9%
8,931 $225,000
Q1 2022

Apr 20, 2022
BUY
$29.18 - $33.24 $212,955 - $242,585
7,298 Added 4833.11%
7,449 $235,000
Q4 2021

Jan 21, 2022
BUY
$30.17 - $33.15 $4,555 - $5,005
151 New
151 $5,000

Others Institutions Holding DFAU

# of Institutions
483
Shares Held
2.18B
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email