Concord Wealth Partners DIMENSIONAL ETF TRUST Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025
Number of Shares
2,030
Previous 1,528 32.85%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 25, 2025
BUY
N/A
502 Added 32.85%
2,030 $0
Q1 2025

May 02, 2025
BUY
N/A
343 Added 28.95%
1,528 $0
Q4 2024

Jan 23, 2025
BUY
N/A
1 Added 0.08%
1,185 $0
Q2 2024

Jul 31, 2024
BUY
N/A
1 Added 0.08%
1,184 $0
Q1 2024

Apr 30, 2024
BUY
N/A
1,183 New
1,183 $0
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