Concord Wealth Partners Dimensional ETF Tr U S Equity Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Concord Wealth Partners holds 158,257 shares of DFUS stock, worth $10.2 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
158,257
Previous 153,656
2.99%
Holding current value
$10.2 Million
Previous $9.04 Million
8.86%
% of portfolio
1.66%
Previous 1.62%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$563 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$512 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$377 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$319 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$265 Million0.08% of portfolio