Concord Wealth Partners DIMENSIONAL ETF TRUST Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025
Number of Shares
164
Previous 625 73.76%
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
Q1 2025

May 02, 2025
SELL
N/A
-461 Reduced 73.76%
164 $0
Q4 2024

Jan 23, 2025
BUY
N/A
3 Added 0.48%
625 $0
Q3 2024

Oct 24, 2024
BUY
N/A
2 Added 0.32%
622 $0
Q2 2024

Jul 31, 2024
BUY
N/A
620 New
620 $0
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