Concurrent Investment Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 31,416 shares of DFAS stock, worth $2.07 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
31,416
Previous 16,381 91.78%
Holding current value
$2.07 Million
Previous $979 Million 104.49%
% of portfolio
0.04%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$52.31 - $63.72 $786,480 - $958,030
15,035 Added 91.78%
31,416 $2 Billion
Q1 2025

Apr 29, 2025
BUY
$58.81 - $68.2 $603,390 - $699,732
10,260 Added 167.62%
16,381 $979 Million
Q4 2024

Feb 03, 2025
BUY
$63.58 - $71.15 $389,173 - $435,509
6,121 New
6,121 $398 Million

Others Institutions Holding DFAS

# of Institutions
826
Shares Held
128M
Call Options Held
0
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email