Concord Asset Management, Llc/Va Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 210,743 shares of DFSD stock, worth $10.2 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
210,743Holding current value
$10.2 Million% of portfolio
1.52%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
359Shares Held
73.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$141 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio