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 12,616 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,616
Previous 12,610
0.05%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFSB
# of Institutions
97Shares Held
5.61MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.09MShares$016.21% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA456KShares$00.0% of portfolio
-
Passive Capital Management, Llc. Baltimore, MD376KShares$03.98% of portfolio
-
Blue Oak Capital, LLC Menlo Park, CA318KShares$09.04% of portfolio
-
Seeds Investor LLC New York, NY197KShares$02.84% of portfolio