Concord Wealth Partners Dimensional ETF Tr U S Equity Transaction History

Concord Wealth Partners

$673 Million
Q2 2025

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 148,913 shares of DFUS stock, worth $10.3 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

148,913

Previous 142,307 4.64%

Holding current value

$10.3 Million

Previous $8.61 Million 15.97%

% of portfolio

1.48%

Previous 1.44%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$53.65 - $67.02 $354,411 - $442,734	6,606 Added 4.64%	148,913 $9.98 Million
Q1 2025 May 02, 2025	SELL	$59.61 - $66.71 $930,035 - $1.04 Million	-15,602 Reduced 9.88%	142,307 $8.61 Million
Q4 2024 Jan 23, 2025	SELL	$61.52 - $66.5 $21,408 - $23,142	-348 Reduced 0.22%	157,909 $10.1 Million
Q3 2024 Oct 24, 2024	BUY	$56.04 - $62.2 $257,840 - $286,182	4,601 Added 2.99%	158,257 $9.84 Million
Q2 2024 Jul 31, 2024	BUY	$53.83 - $59.14 $147,601 - $162,161	2,742 Added 1.82%	153,656 $9.04 Million
Q1 2024 Apr 30, 2024	BUY	$50.79 - $56.98 $484,536 - $543,589	9,540 Added 6.75%	150,914 $8.6 Million
Q4 2023 Apr 30, 2024	BUY	$44.51 - $52.0 $6 Million - $7.01 Million	134,744 Added 2032.34%	141,374 $7.33 Million
Q4 2023 Feb 05, 2024	BUY	$44.51 - $52.0 $6 Million - $7.01 Million	134,744 Added 2032.34%	141,374 $7.33 Million
Q3 2023 Apr 30, 2024	SELL	$46.29 - $49.87 $6.24 Million - $6.72 Million	-134,744 Reduced 95.31%	6,630 $308,000
Q3 2023 Oct 25, 2023	BUY	$46.29 - $49.87 $191,825 - $206,661	4,144 Added 166.69%	6,630 $308,000
Q2 2023 Aug 07, 2023	BUY	$43.77 - $48.16 $6,959 - $7,657	159 Added 6.83%	2,486 $119,000
Q1 2023 Apr 26, 2023	BUY	$41.24 - $45.43 $59,220 - $65,237	1,436 Added 161.17%	2,327 $103,000
Q4 2022 Jan 27, 2023	BUY	$38.86 - $44.32 $34,624 - $39,489	891 New	891 $37,000
Q2 2022 Aug 04, 2022	BUY	$39.62 - $49.51 $32,844 - $41,043	829 New	829 $34,000

Others Institutions Holding DFUS

# of Institutions

780

Shares Held

194M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
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Concord Wealth Partners Dimensional ETF Tr U S Equity Transaction History