Concord Wealth Partners Dimensional ETF Tr Short Durat Transaction History

Concord Wealth Partners

$673 Million
Q2 2025

A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Concord Wealth Partners holds 210,743 shares of DFSD stock, worth $10.2 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

210,743

Previous 164,761 27.91%

Holding current value

$10.2 Million

Previous $7.83 Million 29.22%

% of portfolio

1.5%

Previous 1.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$47.09 - $48.01 $2.17 Million - $2.21 Million	45,982 Added 27.91%	210,743 $10.1 Million
Q1 2025 May 02, 2025	BUY	$46.74 - $47.55 $516,290 - $525,237	11,046 Added 7.19%	164,761 $7.83 Million
Q4 2024 Jan 23, 2025	SELL	$46.75 - $47.8 $93,126 - $95,217	-1,992 Reduced 1.28%	153,715 $7.21 Million
Q3 2024 Oct 24, 2024	SELL	$47.0 - $47.84 $522,311 - $531,645	-11,113 Reduced 6.66%	155,707 $7.43 Million
Q2 2024 Jul 31, 2024	BUY	$46.64 - $47.15 $310,575 - $313,971	6,659 Added 4.16%	166,820 $7.84 Million
Q1 2024 Apr 30, 2024	BUY	$46.78 - $47.19 $351,551 - $354,632	7,515 Added 4.92%	160,161 $7.53 Million
Q4 2023 Feb 05, 2024	BUY	$46.16 - $47.09 $7.05 Million - $7.19 Million	152,646 New	152,646 $7.18 Million

Others Institutions Holding DFSD

# of Institutions

377

Shares Held

79M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Concord Wealth Partners Dimensional ETF Tr Short Durat Transaction History