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 54,416 shares of DFAU stock, worth $2.38 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

54,416

Previous 14,622 272.15%

Holding current value

$2.38 Million

Previous $562,000 310.14%

% of portfolio

0.34%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$34.04 - $42.36 $1.35 Million - $1.69 Million	39,794 Added 272.15%	54,416 $2.31 Million
Q1 2025 May 02, 2025	BUY	$37.84 - $42.29 $1,286 - $1,437	34 Added 0.23%	14,622 $562,000
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

518

Shares Held

140M

Call Options Held

30.6K

Put Options Held

700

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Account

Concord Wealth Partners Dimensional ETF Tr Transaction History