Concord Wealth Partners Dimensional ETF Tr Dimensional Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Concord Wealth Partners holds 12,610 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,610
Previous 12,524
0.69%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DFSB
# of Institutions
72Shares Held
3.95MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.08MShares$015.82% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA397KShares$00.0% of portfolio
-
Rfg Advisory, LLC Birmingham, AL236KShares$00.0% of portfolio
-
Citrine Capital LLC San Francisco, CA136KShares$05.12% of portfolio
-
Sei Investments CO Oaks, PA120KShares$00.0% of portfolio