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 47,739 shares of DFAU stock, worth $2.18 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
47,739
Previous 21,297 124.16%
Holding current value
$2.18 Million
Previous $902 Million 142.15%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Oct 27, 2025
BUY
$42.42 - $45.96 $1.12 Million - $1.22 Million
26,442 Added 124.16%
47,739 $2.18 Billion
Q2 2025

Jul 25, 2025
BUY
$34.04 - $42.36 $724,949 - $902,140
21,297 New
21,297 $902 Million

Others Institutions Holding DFAU

# of Institutions
536
Shares Held
138M
Call Options Held
58.3K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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