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
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
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