Concord Wealth Partners Dimensional ETF Tr U S Target Transaction History

Concord Wealth Partners

  • $548 Million
  • Q1 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$49.45 - $54.43 $102,509 - $112,833
-2,073 Closed
0 $0
Q4 2023

Apr 30, 2024
SELL
$42.71 - $53.09 $22,209 - $27,606
-520 Reduced 20.05%
2,073 $108,000
Q4 2023

Feb 05, 2024
SELL
$42.71 - $53.09 $22,209 - $27,606
-520 Reduced 20.05%
2,073 $108,000
Q3 2023

Apr 30, 2024
BUY
$45.07 - $49.71 $23,436 - $25,849
520 Added 25.08%
2,593 $118,000
Q3 2023

Oct 25, 2023
BUY
$45.07 - $49.71 $90 - $99
2 Added 0.08%
2,593 $118,000
Q2 2023

Aug 07, 2023
BUY
$41.44 - $46.39 $16,576 - $18,556
400 Added 18.26%
2,591 $120,000
Q1 2023

Apr 26, 2023
SELL
$42.38 - $49.75 $22,588 - $26,516
-533 Reduced 19.57%
2,191 $97,000
Q4 2022

Jan 27, 2023
SELL
$43.22 - $46.91 $129,400 - $140,448
-2,994 Reduced 52.36%
2,724 $119,000
Q3 2022

Nov 10, 2022
BUY
$39.41 - $46.6 $116,338 - $137,563
2,952 Added 106.72%
5,718 $223,000
Q2 2022

Aug 04, 2022
BUY
$39.72 - $47.15 $109,865 - $130,416
2,766 New
2,766 $111,000
Q1 2022

Apr 20, 2022
SELL
$44.35 - $48.64 $221 - $243
-5 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$44.48 - $49.36 $222 - $246
5 New
5 $0

Others Institutions Holding DFAT

# of Institutions
629
Shares Held
151M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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