Concourse Financial Group Securities, Inc. Dimensional ETF Tr Dimensional Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$20.99 - $23.93 $0 - $0	0 New	0 $0
Q1 2025 May 14, 2025	BUY	$22.35 - $24.52 $0 - $0	0 New	0 $0
Q4 2024 Feb 13, 2025	BUY	$22.72 - $25.76 $0 - $0	0 New	0 $0
Q3 2024 Oct 10, 2024	BUY	$21.91 - $26.03 $0 - $0	0 New	0 $0
Q2 2024 Jul 23, 2024	BUY	$20.41 - $22.23 $0 - $0	0 New	0 $0

Q1 2024 Apr 30, 2024	BUY	$21.28 - $22.96 $0 - $0	0 New	0 $0
Q4 2023 Feb 07, 2024	BUY	$18.45 - $23.08 $0 - $0	0 New	0 $0
Q3 2023 Oct 30, 2023	BUY	$19.26 - $22.35 $0 - $0	0 New	0 $0
Q3 2023 Oct 25, 2023	BUY	$19.26 - $22.35 $0 - $0	0 New	0 $0
Q2 2023 Aug 10, 2023	BUY	$20.22 - $21.63 $0 - $0	0 New	0 $0
Q1 2023 May 15, 2023	BUY	$19.83 - $23.92 $0 - $0	0 New	0 $0
Q4 2022 Jan 30, 2023	BUY	$19.45 - $22.52 $0 - $0	0 New	0 $0
Q3 2022 Nov 15, 2022	BUY	$20.34 - $25.89 $0 - $0	0 New	0 $0
Q2 2022 Aug 09, 2022	BUY	$21.92 - $28.24 $0 - $0	0 New	0 $0
Q1 2022 May 09, 2022	BUY	$25.09 - $27.58 $0 - $0	0 New	0 $0

Others Institutions Holding DFAR

# of Institutions

279

Shares Held

45.8M

Call Options Held

Put Options Held

Vista Wealth Management Group, LLC

3.13M
Shares

$73.4 Million
5.07% of portfolio
Prudential Financial Inc Newark, NJ

2.49M
Shares

$58.3 Million
0.07% of portfolio
High Tower Advisors, LLC Chicago, IL

2.38M
Shares

$55.7 Million
0.07% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

2.2M
Shares

$51.5 Million
10.63% of portfolio
Root Financial Partners, LLC Solana Beach, CA

1.58M
Shares

$37.1 Million
2.33% of portfolio

View Full List

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