Concourse Financial Group Securities, Inc. Dimensional ETF Tr Core Fxd In Transaction History

Concourse Financial Group Securities, Inc.

$0
Q1 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$40.79 - $42.32 $0 - $0	0 New	0 $0
Q4 2024 Feb 13, 2025	BUY	$41.17 - $43.34 $0 - $0	0 New	0 $0
Q3 2024 Oct 10, 2024	BUY	$41.34 - $43.55 $0 - $0	0 New	0 $0
Q2 2024 Jul 23, 2024	BUY	$40.79 - $41.97 $0 - $0	0 New	0 $0
Q1 2024 Apr 30, 2024	SELL	$41.54 - $42.6 $107,463 - $110,206	-2,587 Closed	0 $0
Q1 2023 May 15, 2023	BUY	$41.26 - $43.27 $106,739 - $111,939	2,587 New	2,587 $109,000
Q4 2022 Jan 30, 2023	BUY	$39.82 - $42.74 $0 - $0	0 New	0 $0
Q3 2022 Nov 15, 2022	BUY	$40.64 - $44.91 $0 - $0	0 New	0 $0
Q2 2022 Aug 09, 2022	BUY	$42.49 - $46.23 $0 - $0	0 New	0 $0
Q1 2022 May 09, 2022	BUY	$45.81 - $49.82 $0 - $0	0 New	0 $0
Q4 2021 Feb 07, 2022	BUY	$49.84 - $50.46 $0 - $0	0 New	0 $0

Others Institutions Holding DFCF

# of Institutions

427

Shares Held

113M

Call Options Held

Put Options Held

Truepoint, Inc.

11.3M
Shares

$470 Million
13.24% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

3M
Shares

$125 Million
11.48% of portfolio
Factory Mutual Insurance CO Waltham, MA

2.79M
Shares

$116 Million
1.39% of portfolio
Wp Wealth LLP Fort Worth, TX

2.77M
Shares

$115 Million
23.4% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.69M
Shares

$112 Million
1.41% of portfolio

View Full List

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