Concord Wealth Partners Dimensional ETF Tr Transaction History

Concord Wealth Partners

$599 Million
Q1 2025

A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Concord Wealth Partners holds 2,516 shares of DFIV stock, worth $100,941. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,516

Holding current value

$100,941

% of portfolio

0.02%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

662

Shares Held

214M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

20M
Shares

$803 Million
0.26% of portfolio
Mercer Global Advisors Inc Denver, CO

17.8M
Shares

$714 Million
1.56% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$448 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$332 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$282 Million
0.17% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Concord Wealth Partners Dimensional ETF Tr Transaction History