Concord Wealth Partners Dimensional ETF Tr Dimensional Transaction History
Concord Wealth Partners
- $599 Million
- Q1 2025
A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Concord Wealth Partners holds 3,283 shares of DFIC stock, worth $100,492. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,283Holding current value
$100,492% of portfolio
0.02%Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$946 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$843 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$497 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$193 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio