A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Concord Wealth Partners holds 12,503 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,503
Previous 12,475 0.22%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
N/A
28 Added 0.22%
12,503 $0
Q1 2024

Apr 30, 2024

BUY
N/A
890 Added 7.68%
12,475 $0
Q4 2023

Feb 05, 2024

BUY
N/A
11,585 New
11,585 $0

Others Institutions Holding DFSB

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSB
More about DFSB
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.