Concord Wealth Partners Dimensional ETF Tr Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Concord Wealth Partners holds 3,233 shares of DFIV stock, worth $148,265. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,233
Previous 2,516 28.5%
Holding current value
$148,265
Previous $99,000 39.39%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 25, 2025
BUY
$34.67 - $43.21 $24,858 - $30,981
717 Added 28.5%
3,233 $138,000
Q1 2025

May 02, 2025
BUY
$35.33 - $40.77 $88,890 - $102,577
2,516 New
2,516 $99,000
Q2 2022

Aug 04, 2022
BUY
$28.66 - $33.84 $20,062 - $23,688
700 New
700 $20,000

Others Institutions Holding DFIV

# of Institutions
756
Shares Held
266M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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