Concurrent Investment Advisors, LLC Dimensional ETF Tr Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,121 shares of DFAE stock, worth $231,432. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,121Holding current value
$231,432% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
633Shares Held
186MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$412 Million1.39% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$395 Million4.15% of portfolio
-
Ubs Group Ag6.45MShares$210 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.76MShares$187 Million0.01% of portfolio
-
Coldstream Capital Management Inc4.49MShares$146 Million1.97% of portfolio