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

Concorde Asset Management, LLC

  • $173 Million
  • Q3 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 4,748 shares of DFSD stock, worth $222,728. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,748
Previous 5,669 16.25%
Holding current value
$222,728
Previous $266,000 15.04%
% of portfolio
0.13%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
260
Shares Held
49.1M
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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