Concord Wealth Partners Dimensional ETF Tr Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Concord Wealth Partners holds 14,588 shares of DFAU stock, worth $577,538. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,588
Previous 14,534 0.37%
Holding current value
$577,538
Previous $576,000 2.43%
% of portfolio
0.1%
Previous 0.1%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$39.27 - $42.38 $2,120 - $2,288
54 Added 0.37%
14,588 $590,000
Q3 2024

Oct 24, 2024
BUY
$35.8 - $39.69 $1,467 - $1,627
41 Added 0.28%
14,534 $576,000
Q2 2024

Jul 31, 2024
BUY
$34.53 - $37.67 $448,993 - $489,823
13,003 Added 872.68%
14,493 $543,000
Q1 2024

Apr 30, 2024
BUY
$32.59 - $36.54 $97 - $109
3 Added 0.2%
1,490 $54,000
Q4 2023

Apr 30, 2024
BUY
$28.58 - $33.37 $171 - $200
6 Added 0.41%
1,487 $49,000
Q4 2023

Feb 05, 2024
BUY
$28.58 - $33.37 $171 - $200
6 Added 0.41%
1,487 $49,000
Q3 2023

Apr 30, 2024
SELL
$29.79 - $32.13 $178 - $192
-6 Reduced 0.4%
1,481 $44,000
Q3 2023

Oct 25, 2023
BUY
$29.79 - $32.13 $148 - $160
5 Added 0.34%
1,481 $44,000
Q2 2023

Aug 07, 2023
SELL
$28.25 - $30.99 $1,271 - $1,394
-45 Reduced 2.96%
1,476 $45,000
Q1 2023

Apr 26, 2023
SELL
$26.87 - $29.65 $32,244 - $35,580
-1,200 Reduced 44.1%
1,521 $43,000
Q4 2022

Jan 27, 2023
SELL
$25.24 - $28.83 $156,740 - $179,034
-6,210 Reduced 69.53%
2,721 $73,000
Q3 2022

Nov 10, 2022
BUY
$25.15 - $30.14 $37,272 - $44,667
1,482 Added 19.9%
8,931 $225,000
Q1 2022

Apr 20, 2022
BUY
$29.18 - $33.24 $212,955 - $242,585
7,298 Added 4833.11%
7,449 $235,000
Q4 2021

Jan 21, 2022
BUY
$30.17 - $33.15 $4,555 - $5,005
151 New
151 $5,000

Others Institutions Holding DFAU

# of Institutions
479
Shares Held
2.18B
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

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