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 10,415 shares of DFIV stock, worth $498,982. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,415
Previous 8,218 26.73%
Holding current value
$498,982
Previous $352 Million 36.48%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$42.66 - $46.53 $93,724 - $102,226
2,197 Added 26.73%
10,415 $480 Million
Q2 2025

Jul 25, 2025
BUY
$34.67 - $43.21 $284,918 - $355,099
8,218 New
8,218 $352 Million

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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