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 141,439 shares of DFAX stock, worth $4.45 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

141,439

Previous 132,557 6.7%

Holding current value

$4.45 Million

Previous $3.47 Million 19.64%

% of portfolio

0.62%

Previous 0.58%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$23.37 - $29.39 $207,572 - $261,041	8,882 Added 6.7%	141,439 $4.15 Million
Q1 2025 May 02, 2025	SELL	$24.45 - $27.2 $112,201 - $124,820	-4,589 Reduced 3.35%	132,557 $3.47 Million
Q4 2024 Jan 23, 2025	SELL	$24.76 - $27.04 $54,496 - $59,515	-2,201 Reduced 1.58%	137,146 $3.41 Million
Q3 2024 Oct 24, 2024	BUY	$24.29 - $27.25 $7,699 - $8,638	317 Added 0.23%	139,347 $3.76 Million
Q2 2024 Jul 31, 2024	BUY	$24.57 - $26.36 $99,041 - $106,257	4,031 Added 2.99%	139,030 $3.53 Million
Q1 2024 Apr 30, 2024	BUY	$23.42 - $25.45 $106,467 - $115,695	4,546 Added 3.48%	134,999 $3.43 Million
Q4 2023 Apr 30, 2024	BUY	$21.44 - $24.42 $2.1 Million - $2.39 Million	97,794 Added 299.44%	130,453 $3.19 Million
Q4 2023 Feb 05, 2024	BUY	$21.44 - $24.42 $2.1 Million - $2.39 Million	97,794 Added 299.44%	130,453 $3.19 Million
Q3 2023 Apr 30, 2024	SELL	$22.41 - $24.35 $2.19 Million - $2.38 Million	-97,794 Reduced 74.96%	32,659 $735,000
Q3 2023 Oct 25, 2023	SELL	$22.41 - $24.35 $91,141 - $99,031	-4,067 Reduced 11.07%	32,659 $735,000
Q2 2023 Aug 07, 2023	SELL	$22.56 - $24.03 $8,324 - $8,867	-369 Reduced 0.99%	36,726 $856,000
Q1 2023 Apr 26, 2023	BUY	$21.74 - $23.72 $1,478 - $1,612	68 Added 0.18%	37,095 $855,000
Q4 2022 Jan 27, 2023	SELL	$18.81 - $22.36 $117,299 - $139,436	-6,236 Reduced 14.41%	37,027 $799,000
Q3 2022 Nov 10, 2022	BUY	$18.89 - $22.64 $9,180 - $11,003	486 Added 1.14%	43,263 $817,000
Q2 2022 Aug 04, 2022	BUY	$21.22 - $25.37 $907,727 - $1.09 Million	42,777 New	42,777 $917,000
Q1 2022 Apr 20, 2022	SELL	$23.26 - $26.72 $992,434 - $1.14 Million	-42,667 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$25.17 - $26.82 $1.07 Million - $1.14 Million	42,667 New	42,667 $1.11 Million

Others Institutions Holding DFAX

# of Institutions

660

Shares Held

255M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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