Concord Wealth Partners Dimensional ETF Tr Dimensional Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 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 6,146 shares of DFIC stock, worth $201,834. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,146
Previous 3,283 87.21%
Holding current value
$201,834
Previous $91,000 109.89%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$24.94 - $31.15 $71,403 - $89,182
2,863 Added 87.21%
6,146 $191,000
Q1 2025

May 02, 2025
BUY
$25.54 - $28.79 $83,847 - $94,517
3,283 New
3,283 $91,000
Q4 2022

Jan 27, 2023
BUY
$19.06 - $23.03 $19,174 - $23,168
1,006 New
1,006 $22,000

Others Institutions Holding DFIC

# of Institutions
521
Shares Held
301M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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