Concord Asset Management, Llc/Va Dimensional ETF Tr Short Durat Transaction History

Concord Asset Management, Llc/Va

$551 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	BUY	$47.09 - $48.01 $9.92 Million - $10.1 Million	210,743 New	210,743 $10.1 Billion

Others Institutions Holding DFSD

# of Institutions

388

Shares Held

84.9M

Call Options Held

0

Put Options Held

0

Buckingham Strategic Partners Saint Louis, MO

5.06M
Shares

$244 Million
2.96% of portfolio
Savant Capital, LLC

4.15M
Shares

$200 Million
1.12% of portfolio
Apella Capital, LLC

4M
Shares

$193 Million
4.51% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

3.24M
Shares

$156 Million
1.75% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.96M
Shares

$143 Million
11.13% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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