Concord Wealth Partners Dimensional ETF Tr Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Concord Wealth Partners holds 10,476 shares of DFAI stock, worth $321,403. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,476
Previous 10,451 0.24%
Holding current value
$321,403
Previous $310,000 7.1%
% of portfolio
0.06%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$28.69 - $32.06 $717 - $801
25 Added 0.24%
10,476 $332,000
Q2 2024

Jul 31, 2024
BUY
$28.93 - $30.91 $121,303 - $129,605
4,193 Added 67.0%
10,451 $310,000
Q1 2024

Apr 30, 2024
SELL
$27.74 - $30.27 $19,279 - $21,037
-695 Reduced 10.0%
6,258 $189,000
Q4 2023

Apr 30, 2024
SELL
$24.88 - $28.69 $193,093 - $222,663
-7,761 Reduced 52.75%
6,953 $199,000
Q4 2023

Feb 05, 2024
SELL
$24.88 - $28.69 $193,093 - $222,663
-7,761 Reduced 52.75%
6,953 $199,000
Q3 2023

Apr 30, 2024
BUY
$26.0 - $28.17 $201,786 - $218,627
7,761 Added 111.62%
14,714 $384,000
Q3 2023

Oct 25, 2023
SELL
$26.0 - $28.17 $2,262 - $2,450
-87 Reduced 0.59%
14,714 $384,000
Q2 2023

Aug 07, 2023
BUY
$26.46 - $28.05 $76,072 - $80,643
2,875 Added 24.11%
14,801 $404,000
Q1 2023

Apr 26, 2023
SELL
$25.21 - $27.45 $39,302 - $42,794
-1,559 Reduced 11.56%
11,926 $321,000
Q4 2022

Jan 27, 2023
SELL
$21.47 - $25.85 $504,416 - $607,319
-23,494 Reduced 63.53%
13,485 $337,000
Q3 2022

Nov 10, 2022
BUY
$21.44 - $25.78 $227,950 - $274,092
10,632 Added 40.35%
36,979 $798,000
Q2 2022

Aug 04, 2022
BUY
$23.87 - $28.49 $114,743 - $136,951
4,807 Added 22.32%
26,347 $636,000
Q1 2022

Apr 20, 2022
BUY
$25.94 - $30.08 $423,703 - $491,326
16,334 Added 313.75%
21,540 $606,000
Q4 2021

Jan 21, 2022
BUY
$28.27 - $30.4 $147,173 - $158,262
5,206 New
5,206 $154,000

Others Institutions Holding DFAI

# of Institutions
529
Shares Held
167M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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