Concord Asset Management, Llc/Va Dimensional ETF Tr Transaction History
Concord Asset Management, Llc/Va
- $665 Billion
- Q2 2025
A detailed history of Concord Asset Management, Llc/Va transactions in Dimensional ETF Tr stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 54,416 shares of DFAU stock, worth $2.48 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
54,416Holding current value
$2.48 Million% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
536Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.5MShares$205 Million17.72% of portfolio
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Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
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Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
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Aquire Wealth Advisors, LLC3.61MShares$165 Million40.64% of portfolio