Concurrent Investment Advisors, LLC Dimensional ETF Tr Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 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 7,423 shares of DFAX stock, worth $233,453. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,423Holding current value
$233,453% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
658Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
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Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
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Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
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Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
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Allworth Financial LP6.28MShares$198 Million0.92% of portfolio