Concorde Asset Management, LLC Dimensional ETF Tr Short Durat Transaction History

Concorde Asset Management, LLC

  • $183 Million
  • Q4 2024

A detailed history of Concorde Asset Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Concorde Asset Management, LLC holds 4,773 shares of DFSD stock, worth $226,956. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,773
Previous 4,748 0.53%
Holding current value
$226,956
Previous $226,000 1.33%
% of portfolio
0.12%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$46.75 - $47.8 $1,168 - $1,195
25 Added 0.53%
4,773 $223,000
Q3 2024

Nov 12, 2024
SELL
$47.0 - $47.84 $43,287 - $44,060
-921 Reduced 16.25%
4,748 $226,000
Q2 2024

Aug 12, 2024
BUY
$46.64 - $47.15 $264,402 - $267,293
5,669 New
5,669 $266,000

Others Institutions Holding DFSD

# of Institutions
332
Shares Held
66M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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