Concord Wealth Partners DIMENSIONAL ETF TRUST Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Number of Shares
67,849
Previous 36,257 87.13%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
N/A
31,592 Added 87.13%
67,849 $0
Q4 2024

Jan 23, 2025
SELL
N/A
-16,861 Reduced 31.74%
36,257 $0
Q3 2024

Oct 24, 2024
SELL
N/A
-8,721 Reduced 14.1%
53,118 $0
Q2 2024

Jul 31, 2024
BUY
N/A
11,189 Added 22.09%
61,839 $0
Q1 2024

Apr 30, 2024
BUY
N/A
10,241 Added 25.34%
50,650 $0
Q4 2023

Feb 05, 2024
BUY
N/A
40,409 New
40,409 $0
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