Concord Wealth Partners Dimensional ETF Tr U S Equity Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Concord Wealth Partners holds 157,909 shares of DFUS stock, worth $10.4 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
157,909
Previous 158,257 0.22%
Holding current value
$10.4 Million
Previous $9.84 Million 2.34%
% of portfolio
1.67%
Previous 1.66%

Shares

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

Jan 23, 2025
SELL
$61.52 - $66.5 $21,408 - $23,142
-348 Reduced 0.22%
157,909 $10.1 Million
Q3 2024

Oct 24, 2024
BUY
$56.04 - $62.2 $257,840 - $286,182
4,601 Added 2.99%
158,257 $9.84 Million
Q2 2024

Jul 31, 2024
BUY
$53.83 - $59.14 $147,601 - $162,161
2,742 Added 1.82%
153,656 $9.04 Million
Q1 2024

Apr 30, 2024
BUY
$50.79 - $56.98 $484,536 - $543,589
9,540 Added 6.75%
150,914 $8.6 Million
Q4 2023

Apr 30, 2024
BUY
$44.51 - $52.0 $6 Million - $7.01 Million
134,744 Added 2032.34%
141,374 $7.33 Million
Q4 2023

Feb 05, 2024
BUY
$44.51 - $52.0 $6 Million - $7.01 Million
134,744 Added 2032.34%
141,374 $7.33 Million
Q3 2023

Apr 30, 2024
SELL
$46.29 - $49.87 $6.24 Million - $6.72 Million
-134,744 Reduced 95.31%
6,630 $308,000
Q3 2023

Oct 25, 2023
BUY
$46.29 - $49.87 $191,825 - $206,661
4,144 Added 166.69%
6,630 $308,000
Q2 2023

Aug 07, 2023
BUY
$43.77 - $48.16 $6,959 - $7,657
159 Added 6.83%
2,486 $119,000
Q1 2023

Apr 26, 2023
BUY
$41.24 - $45.43 $59,220 - $65,237
1,436 Added 161.17%
2,327 $103,000
Q4 2022

Jan 27, 2023
BUY
$38.86 - $44.32 $34,624 - $39,489
891 New
891 $37,000
Q2 2022

Aug 04, 2022
BUY
$39.62 - $49.51 $32,844 - $41,043
829 New
829 $34,000

Others Institutions Holding DFUS

# of Institutions
710
Shares Held
161M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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