Concord Wealth Partners Dimensional ETF Tr Core Fxd In Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025

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 174,885 shares of DFCF stock, worth $7.28 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
174,885
Previous 205,909 15.07%
Holding current value
$7.28 Million
Previous $8.52 Million 13.63%
% of portfolio
1.23%
Previous 1.41%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$40.79 - $42.32 $1.27 Million - $1.31 Million
-31,024 Reduced 15.07%
174,885 $7.36 Million
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
428
Shares Held
113M
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
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email