Concourse Financial Group Securities, Inc. Dimensional ETF Tr Emerging Mk Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$23.4 - $29.68 $0 - $0	0 New	0 $0
Q1 2025 May 14, 2025	SELL	$25.35 - $27.46 $22,891 - $24,796	-903 Closed	0 $0
Q4 2024 Feb 13, 2025	BUY	$26.16 - $28.82 $11,039 - $12,162	422 Added 87.73%	903 $23,000
Q3 2024 Oct 10, 2024	SELL	$25.21 - $28.46 $22,336 - $25,215	-886 Reduced 64.81%	481 $13,000
Q3 2023 Oct 25, 2023	BUY	$23.16 - $25.43 $31,659 - $34,762	1,367 New	1,367 $31,000
Q2 2023 Aug 10, 2023	BUY	$23.0 - $24.82 $0 - $0	0 New	0 $0
Q1 2023 May 15, 2023	BUY	$22.42 - $24.83 $0 - $0	0 New	0 $0
Q4 2022 Jan 30, 2023	BUY	$20.21 - $23.44 $0 - $0	0 New	0 $0
Q3 2022 Nov 15, 2022	BUY	$20.44 - $24.05 $0 - $0	0 New	0 $0
Q2 2022 Aug 09, 2022	BUY	$23.26 - $25.86 $0 - $0	0 New	0 $0

Others Institutions Holding DFEM

# of Institutions

482

Shares Held

165M

Call Options Held

Put Options Held

Forum Financial Management, LP Lombard, IL

17.2M
Shares

$558 Million
8.59% of portfolio
Ci Private Wealth, LLC Miami, FL

6.58M
Shares

$213 Million
0.29% of portfolio
Buckingham Strategic Partners Saint Louis, MO

6.01M
Shares

$195 Million
2.54% of portfolio
Truepoint, Inc.

4.49M
Shares

$146 Million
3.41% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.96M
Shares

$128 Million
1.18% of portfolio

View Full List

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