Concord Wealth Partners Dimensional ETF Tr Dimensional Transaction History
Concord Wealth Partners
- $548 Million
- Q1 2024
A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Concord Wealth Partners holds 148 shares of DFSV stock, worth $4,203. This represents 0.0% of its overall portfolio holdings.
Number of Shares
148
Previous 148
-0.0%
Holding current value
$4,203
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
298Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$233 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$132 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.3 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$75.7 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$62.8 Million0.1% of portfolio