Concord Wealth Partners Dimensional ETF Tr Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Concord Wealth Partners holds 8,276 shares of DFAE stock, worth $246,376. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,276
Previous 2,115 291.3%
Holding current value
$246,376
Previous $54,000 342.59%
% of portfolio
0.04%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$22.87 - $28.95 $140,902 - $178,360
6,161 Added 291.3%
8,276 $239,000
Q1 2025

May 02, 2025
BUY
$24.64 - $26.86 $98 - $107
4 Added 0.19%
2,115 $54,000
Q4 2024

Jan 23, 2025
BUY
$25.36 - $28.15 $304 - $337
12 Added 0.57%
2,111 $53,000
Q3 2024

Oct 24, 2024
BUY
$24.46 - $27.82 $489 - $556
20 Added 0.96%
2,099 $57,000
Q2 2024

Jul 31, 2024
BUY
$24.03 - $26.3 $49,958 - $54,677
2,079 New
2,079 $53,000
Q2 2022

Aug 04, 2022
BUY
$22.9 - $27.06 $412 - $487
18 Added 0.55%
3,272 $76,000
Q1 2022

Apr 20, 2022
BUY
$24.29 - $28.31 $29,803 - $34,736
1,227 Added 60.53%
3,254 $85,000
Q4 2021

Jan 21, 2022
BUY
$26.45 - $28.31 $53,614 - $57,384
2,027 New
2,027 $55,000

Others Institutions Holding DFAE

# of Institutions
580
Shares Held
166M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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