Concord Wealth Partners Dimensional ETF Tr Dimensional Transaction History
Concord Wealth Partners
- $710 Million
- Q3 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 12,616
-0.0%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFSB
# of Institutions
103Shares Held
8.27MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.25MShares$017.27% of portfolio
-
Maseco LLP London,1.6MShares$04.13% of portfolio
-
Mercer Global Advisors Inc Denver, CO617KShares$00.0% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA487KShares$00.0% of portfolio
-
Blue Oak Capital, LLC Menlo Park, CA334KShares$09.2% of portfolio