Concord Wealth Partners Dimensional ETF Tr Short Durat Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

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 153,715 shares of DFSD stock, worth $7.31 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
153,715
Previous 155,707 1.28%
Holding current value
$7.31 Million
Previous $7.43 Million 3.05%
% of portfolio
1.19%
Previous 1.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
332
Shares Held
66M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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.

Choose your preferred platform and Sign Up 👇 Telegram Email