Concord Wealth Partners Dimensional ETF Tr Dimensional Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 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 396 shares of DFSV stock, worth $12,838. This represents 0.0% of its overall portfolio holdings.

Number of Shares
396
Previous 395 0.25%
Holding current value
$12,838
Previous $11,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$24.21 - $29.47 $24 - $29
1 Added 0.25%
396 $11,000
Q1 2025

May 02, 2025
BUY
$27.56 - $32.1 $6,752 - $7,864
245 Added 163.33%
395 $11,000
Q3 2024

Oct 24, 2024
BUY
$28.25 - $31.7 $28 - $31
1 Added 0.67%
150 $4,000
Q2 2024

Jul 31, 2024
BUY
$27.81 - $30.13 $27 - $30
1 Added 0.68%
149 $4,000
Q3 2023

Oct 25, 2023
BUY
$24.97 - $27.69 $24 - $27
1 Added 0.68%
148 $3,000
Q2 2023

Aug 07, 2023
BUY
$23.17 - $25.7 $23 - $25
1 Added 0.68%
147 $3,000
Q4 2022

Jan 27, 2023
BUY
$22.47 - $26.46 $3,280 - $3,863
146 New
146 $3,000

Others Institutions Holding DFSV

# of Institutions
477
Shares Held
129M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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