Concord Wealth Partners Dimensional ETF Tr Core Fxd In Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Concord Wealth Partners holds 179,676 shares of DFCF stock, worth $7.4 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

179,676

Previous 161,830 11.03%

Holding current value

$7.4 Million

Previous $6.72 Million 15.44%

% of portfolio

1.31%

Previous 1.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$41.34 - $43.55 $737,753 - $777,193	17,846 Added 11.03%	179,676 $7.76 Million
Q2 2024 Jul 31, 2024	SELL	$40.79 - $41.97 $245,025 - $252,113	-6,007 Reduced 3.58%	161,830 $6.72 Million
Q1 2024 Apr 30, 2024	BUY	$41.54 - $42.6 $113,362 - $116,255	2,729 Added 1.65%	167,837 $7.04 Million
Q4 2023 Apr 30, 2024	BUY	$39.52 - $42.54 $6.53 Million - $7.02 Million	165,107 Added 0.0%	165,108 $7 Million
Q4 2023 Feb 05, 2024	BUY	$39.52 - $42.54 $6.53 Million - $7.02 Million	165,107 Added 0.0%	165,108 $7 Million
Q3 2023 Apr 30, 2024	SELL	$40.3 - $42.05 $6.65 Million - $6.94 Million	-165,107 Reduced 100.0%	1 $0
Q1 2023 Apr 26, 2023	SELL	$41.26 - $43.27 $82 - $86	-2 Reduced 66.67%	1 $0
Q4 2022 Jan 27, 2023	BUY	$39.82 - $42.74 $119 - $128	3 New	3 $0

Others Institutions Holding DFCF

# of Institutions

331

Shares Held

88.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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Concord Wealth Partners Dimensional ETF Tr Core Fxd In Transaction History