Concord Wealth Partners Dimensional ETF Tr Core Fxd In Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Concord Wealth Partners holds 205,909 shares of DFCF stock, worth $8.5 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
205,909
Previous 179,676 14.6%
Holding current value
$8.5 Million
Previous $7.76 Million 9.74%
% of portfolio
1.41%
Previous 1.31%

Shares

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

Jan 23, 2025
BUY
$41.17 - $43.34 $1.08 Million - $1.14 Million
26,233 Added 14.6%
205,909 $8.52 Million
Q3 2024

Oct 24, 2024
BUY
$41.34 - $43.55 $737,753 - $777,193
17,846 Added 11.03%
179,676 $7.76 Million
Q2 2024

Jul 31, 2024
SELL
$40.79 - $41.97 $245,025 - $252,113
-6,007 Reduced 3.58%
161,830 $6.72 Million
Q1 2024

Apr 30, 2024
BUY
$41.54 - $42.6 $113,362 - $116,255
2,729 Added 1.65%
167,837 $7.04 Million
Q4 2023

Apr 30, 2024
BUY
$39.52 - $42.54 $6.53 Million - $7.02 Million
165,107 Added 0.0%
165,108 $7 Million
Q4 2023

Feb 05, 2024
BUY
$39.52 - $42.54 $6.53 Million - $7.02 Million
165,107 Added 0.0%
165,108 $7 Million
Q3 2023

Apr 30, 2024
SELL
$40.3 - $42.05 $6.65 Million - $6.94 Million
-165,107 Reduced 100.0%
1 $0
Q1 2023

Apr 26, 2023
SELL
$41.26 - $43.27 $82 - $86
-2 Reduced 66.67%
1 $0
Q4 2022

Jan 27, 2023
BUY
$39.82 - $42.74 $119 - $128
3 New
3 $0

Others Institutions Holding DFCF

# of Institutions
334
Shares Held
90.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

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