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 $7.28 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
153,715
Previous 155,707
1.28%
Holding current value
$7.28 Million
Previous $7.43 Million
3.05%
% of portfolio
1.19%
Previous 1.26%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio