Concord Wealth Partners DIMENSIONAL ETF TRUST Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Number of Shares
3,198
Previous 1,321 142.09%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 25, 2025
BUY
N/A
1,877 Added 142.09%
3,198 $0
Q1 2025

May 02, 2025
BUY
N/A
1,134 Added 606.42%
1,321 $0
Q4 2024

Jan 23, 2025
BUY
N/A
4 Added 2.19%
187 $0
Q3 2024

Oct 24, 2024
BUY
N/A
183 New
183 $0
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