Concord Wealth Partners Dimensional ETF Tr Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Concord Wealth Partners holds 149,539 shares of DFAX stock, worth $4.79 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
149,539
Previous 141,439 5.73%
Holding current value
$4.79 Million
Previous $4.15 Million 12.95%
% of portfolio
0.66%
Previous 0.62%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$29.25 - $31.56 $236,925 - $255,636
8,100 Added 5.73%
149,539 $4.69 Million
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
666
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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