Concord Wealth Partners DIMENSIONAL ETF TRUST Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Number of Shares
3,512
Previous 3,566 1.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 25, 2025
SELL
N/A
-54 Reduced 1.51%
3,512 $0
Q1 2025

May 02, 2025
BUY
N/A
4 Added 0.11%
3,566 $0
Q4 2024

Jan 23, 2025
BUY
N/A
3,562 New
3,562 $0
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